iShares Russell 3000 Value Index shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.2M | 94k | 87.56 |
| 2023-12-31 | $20M | 241k | 84.19 |
| 2023-09-30 | $18M | 240k | 74.30 |
| 2023-06-30 | $18M | 230k | 79.66 |
| 2023-03-31 | $17M | 227k | 74.30 |
| 2022-12-31 | $16M | 221k | 72.67 |
| 2022-09-30 | $14M | 218k | 65.08 |
| 2022-06-30 | $14M | 211k | 66.08 |
| 2022-03-31 | $16M | 213k | 74.44 |
| 2021-12-31 | $15M | 197k | 76.90 |
| 2021-09-30 | $14M | 190k | 72.01 |
| 2021-06-30 | $14M | 184k | 73.16 |
| 2021-03-31 | $12M | 168k | 70.23 |
| 2020-12-31 | $9.2M | 146k | 62.67 |
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