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iShares Russell 3000 Value Index shares owned by Western Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 23k 95.49
2024-06-30 $2.0M 22k 88.13
2024-03-31 $2.0M 23k 90.44
2023-12-31 $2.0M 24k 84.33
2023-09-30 $1.6M 22k 74.62
2023-06-30 $1.7M 22k 78.26
2023-03-31 $1.7M 22k 73.78
2022-12-31 $1.6M 22k 70.63
2022-09-30 $3.3M 53k 62.75
2022-06-30 $3.6M 53k 66.80
2022-03-31 $4.3M 57k 75.87
2021-12-31 $2.7M 36k 76.37
2021-06-30 $2.4M 33k 72.05
2021-03-31 $1.5M 22k 68.89
2020-12-31 $1.3M 21k 62.20
2020-09-30 $1.9M 36k 54.31
2020-06-30 $1.9M 37k 52.24
2020-03-31 $2.0M 44k 45.99
2019-12-31 $1.6M 25k 63.01
2019-09-30 $2.1M 36k 57.79
2019-06-30 $2.0M 35k 56.73
2019-03-31 $1.7M 31k 54.94
2018-12-31 $1.6M 32k 49.06