iShares Russell 3000 Value Index shares owned by William Howard & Co Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by William Howard & Co Financial Advisors
from 13F filings
Historical chart of William Howard & Co Financial Advisors investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $805k | 8.1k | 99.95 |
| 2025-06-30 | $762k | 8.1k | 94.63 |
| 2025-03-31 | $786k | 8.5k | 92.29 |
| 2024-12-31 | $789k | 8.5k | 92.61 |
| 2024-09-30 | $814k | 8.5k | 95.54 |
| 2024-06-30 | $751k | 8.5k | 88.15 |
| 2024-03-31 | $771k | 8.5k | 90.49 |
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