iShares Russell 3000 Value Index shares owned by Wealth Advisors of Iowa
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealth Advisors of Iowa
from 13F filings
Historical chart of Wealth Advisors of Iowa investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealth Advisors of Iowa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 27k | 84.33 |
| 2023-09-30 | $2.0M | 27k | 74.62 |
| 2023-06-30 | $2.1M | 27k | 78.26 |
| 2023-03-31 | $2.1M | 28k | 73.78 |
| 2022-12-31 | $2.1M | 29k | 70.63 |
| 2022-09-30 | $3.8M | 61k | 62.61 |
| 2022-06-30 | $4.2M | 62k | 66.88 |
| 2022-03-31 | $6.3M | 83k | 75.87 |
| 2021-12-31 | $5.1M | 67k | 76.34 |
| 2021-09-30 | $6.4M | 90k | 70.87 |
| 2021-06-30 | $15M | 205k | 71.96 |
| 2021-03-31 | $14M | 196k | 68.90 |
| 2020-12-31 | $12M | 191k | 62.19 |
| 2020-09-30 | $14M | 253k | 54.29 |
Top funds holding iShares Russell 3000 Value Index
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