iShares Russell 3000 Value Index shares owned by Carroll Financial Associates
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Carroll Financial Associates
from 13F filings
Historical chart of Carroll Financial Associates investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Carroll Financial Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.0M | 14k | 75.98 |
| 2021-09-30 | $848k | 12k | 70.81 |
| 2021-06-30 | $861k | 12k | 71.90 |
| 2021-03-31 | $837k | 12k | 68.86 |
| 2020-12-31 | $735k | 12k | 62.11 |
| 2020-09-30 | $637k | 12k | 54.23 |
| 2020-06-30 | $604k | 12k | 52.21 |
| 2020-03-31 | $669k | 15k | 46.18 |
| 2019-12-31 | $865k | 14k | 62.98 |
| 2019-09-30 | $773k | 13k | 57.74 |
| 2019-06-30 | $758k | 13k | 56.62 |
| 2019-03-31 | $642k | 12k | 54.76 |
| 2018-12-31 | $488k | 9.7k | 50.06 |
| 2018-09-30 | $542k | 9.6k | 56.28 |
| 2018-06-30 | $516k | 9.6k | 53.58 |
| 2018-03-31 | $413k | 7.8k | 53.02 |
| 2017-12-31 | $236k | 4.3k | 55.27 |
| 2017-09-30 | $226k | 4.3k | 52.93 |
| 2017-06-30 | $217k | 4.3k | 50.82 |
| 2017-03-31 | $215k | 4.3k | 50.35 |
| 2016-12-31 | $110k | 2.2k | 49.11 |
More positions owned by Carroll Financial Associates
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