iShares Russell 3000 Value Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $42M | 473k | 88.13 |
| 2024-03-31 | $44M | 491k | 90.44 |
| 2023-12-31 | $97M | 1.1M | 84.33 |
| 2023-09-30 | $81M | 1.1M | 74.62 |
| 2023-06-30 | $59M | 758k | 78.26 |
| 2023-03-31 | $59M | 800k | 73.78 |
| 2022-12-31 | $57M | 758k | 74.61 |
| 2022-09-30 | $45M | 696k | 63.95 |
| 2022-06-30 | $39M | 575k | 67.66 |
| 2022-03-31 | $38M | 493k | 76.10 |
| 2021-12-31 | $32M | 427k | 75.01 |
| 2021-09-30 | $27M | 355k | 74.82 |
| 2021-06-30 | $22M | 307k | 72.04 |
| 2021-03-31 | $19M | 268k | 69.99 |
| 2020-12-31 | $14M | 220k | 63.69 |
| 2020-09-30 | $11M | 187k | 56.93 |
| 2020-06-30 | $347k | 1.9k | 182.06 |
| 2020-03-31 | $13M | 259k | 51.34 |
| 2019-12-31 | $12M | 192k | 63.02 |
| 2019-09-30 | $9.0M | 156k | 57.64 |
| 2019-06-30 | $6.9M | 118k | 58.11 |
| 2019-03-31 | $4.9M | 86k | 57.04 |
| 2018-12-31 | $786k | 15k | 52.64 |
| 2018-09-30 | $469k | 8.9k | 52.44 |
| 2018-06-30 | $407k | 7.4k | 54.85 |
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