iShares Russell 3000 Value Index shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 41k | 99.95 |
| 2025-06-30 | $3.8M | 40k | 95.57 |
| 2025-03-31 | $3.7M | 40k | 92.29 |
| 2024-12-31 | $3.7M | 40k | 92.59 |
| 2024-09-30 | $4.1M | 43k | 95.49 |
| 2024-06-30 | $3.8M | 43k | 88.13 |
| 2024-03-31 | $3.9M | 43k | 90.44 |
| 2023-12-31 | $3.7M | 44k | 84.33 |
| 2023-09-30 | $3.2M | 43k | 74.62 |
| 2023-06-30 | $2.9M | 37k | 78.26 |
| 2023-03-31 | $2.7M | 37k | 73.78 |
| 2022-12-31 | $2.7M | 38k | 70.79 |
| 2022-09-30 | $2.4M | 37k | 64.35 |
| 2022-06-30 | $2.3M | 35k | 65.69 |
| 2022-03-31 | $3.0M | 39k | 76.67 |
| 2021-12-31 | $2.8M | 37k | 75.76 |
| 2021-09-30 | $2.5M | 36k | 70.89 |
| 2021-06-30 | $2.4M | 33k | 71.97 |
| 2021-03-31 | $1.8M | 25k | 69.88 |
| 2020-12-31 | $1.4M | 21k | 63.18 |
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