iShares Russell 3000 Value Index shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 3.2k | 99.95 |
| 2025-06-30 | $373k | 3.9k | 94.63 |
| 2025-03-31 | $363k | 3.9k | 92.29 |
| 2024-12-31 | $365k | 3.9k | 92.59 |
| 2024-09-30 | $376k | 3.9k | 95.49 |
| 2024-06-30 | $347k | 3.9k | 88.13 |
| 2024-03-31 | $356k | 3.9k | 90.44 |
| 2023-12-31 | $332k | 3.9k | 84.33 |
| 2023-09-30 | $294k | 3.9k | 74.62 |
| 2023-06-30 | $308k | 3.9k | 78.26 |
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