iShares Russell 3000 Value Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $687k | 8.1k | 84.33 |
| 2023-09-30 | $608k | 8.1k | 74.62 |
| 2023-06-30 | $653k | 8.3k | 78.26 |
| 2023-03-31 | $615k | 8.3k | 73.78 |
| 2022-12-31 | $589k | 8.3k | 70.63 |
| 2022-09-30 | $602k | 9.6k | 62.58 |
| 2022-06-30 | $643k | 9.6k | 66.85 |
| 2022-03-31 | $847k | 11k | 75.83 |
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