iShares Russell 3000 Value Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 14k | 84.33 |
| 2023-09-30 | $1.1M | 15k | 74.62 |
| 2023-06-30 | $1.2M | 15k | 78.26 |
| 2023-03-31 | $1.2M | 16k | 73.78 |
| 2022-12-31 | $1.1M | 16k | 70.63 |
| 2022-09-30 | $975k | 16k | 62.59 |
| 2022-06-30 | $1.6M | 40k | 39.56 |
| 2022-03-31 | $2.0M | 26k | 76.33 |
| 2021-12-31 | $2.0M | 26k | 76.33 |
| 2021-09-30 | $1.8M | 26k | 70.87 |
| 2021-06-30 | $2.0M | 27k | 71.94 |
| 2021-03-31 | $2.0M | 29k | 68.90 |
| 2020-12-31 | $2.0M | 32k | 62.18 |
| 2020-09-30 | $1.7M | 32k | 54.26 |
| 2020-06-30 | $1.7M | 33k | 52.23 |
| 2019-12-31 | $2.4M | 39k | 63.00 |
| 2019-09-30 | $2.4M | 41k | 57.78 |
| 2019-06-30 | $2.4M | 43k | 56.63 |
| 2019-03-31 | $2.4M | 44k | 54.83 |
| 2018-12-31 | $2.2M | 46k | 49.07 |
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