iShares Russell 3000 Value Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 3.8k | 99.96 |
| 2025-06-30 | $359k | 3.8k | 94.64 |
| 2025-03-31 | $273k | 3.0k | 92.30 |
| 2024-12-31 | $268k | 2.9k | 92.59 |
| 2024-09-30 | $443k | 4.6k | 95.49 |
| 2024-06-30 | $410k | 4.6k | 88.13 |
| 2024-03-31 | $401k | 4.4k | 90.44 |
| 2023-12-31 | $376k | 4.5k | 84.34 |
| 2023-09-30 | $335k | 4.5k | 74.63 |
| 2023-06-30 | $426k | 5.4k | 78.26 |
| 2023-03-31 | $349k | 4.7k | 73.78 |
| 2022-12-31 | $318k | 4.5k | 70.63 |
| 2022-09-30 | $346k | 5.5k | 62.69 |
| 2022-06-30 | $389k | 5.8k | 66.92 |
| 2022-03-31 | $753k | 9.8k | 76.92 |
| 2021-12-31 | $930k | 12k | 76.32 |
| 2021-09-30 | $898k | 13k | 70.91 |
| 2021-06-30 | $998k | 14k | 71.95 |
| 2021-03-31 | $1.3M | 19k | 68.88 |
| 2020-12-31 | $1.2M | 19k | 62.20 |
| 2020-09-30 | $1.1M | 20k | 54.28 |
| 2020-06-30 | $932k | 18k | 52.22 |
| 2020-03-31 | $891k | 19k | 46.20 |
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