iShares Russell 3000 Value Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $413k | 4.5k | 92.58 |
| 2024-09-30 | $446k | 4.7k | 95.48 |
| 2024-06-30 | $434k | 4.9k | 88.13 |
| 2024-03-31 | $464k | 5.1k | 90.44 |
| 2023-12-31 | $491k | 5.8k | 84.33 |
| 2023-09-30 | $615k | 8.2k | 74.62 |
| 2023-06-30 | $948k | 12k | 78.26 |
| 2023-03-31 | $976k | 13k | 73.78 |
| 2022-12-31 | $1.1M | 16k | 70.63 |
| 2022-09-30 | $979k | 16k | 62.60 |
| 2022-06-30 | $1.0M | 15k | 66.87 |
| 2022-03-31 | $1.2M | 16k | 75.85 |
| 2021-12-31 | $1.2M | 16k | 76.35 |
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