iShares Russell 3000 Value Index shares owned by Family Management Corporation
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.7M | 50k | 74.62 |
| 2023-06-30 | $3.9M | 50k | 78.26 |
| 2023-03-31 | $4.3M | 59k | 73.78 |
| 2022-12-31 | $4.8M | 69k | 70.63 |
| 2022-09-30 | $4.6M | 74k | 62.61 |
| 2022-06-30 | $5.1M | 76k | 66.88 |
| 2022-03-31 | $5.9M | 78k | 75.87 |
| 2021-12-31 | $5.9M | 77k | 76.34 |
| 2021-09-30 | $5.7M | 81k | 70.88 |
| 2021-06-30 | $6.3M | 88k | 71.97 |
| 2021-03-31 | $7.5M | 110k | 68.90 |
| 2020-12-31 | $4.1M | 66k | 62.18 |
| 2020-09-30 | $1.6M | 29k | 54.30 |
| 2020-03-31 | $136k | 2.9k | 46.34 |
| 2019-12-31 | $103k | 1.6k | 63.00 |
| 2019-09-30 | $79k | 1.4k | 57.75 |
| 2019-06-30 | $77k | 1.4k | 56.29 |
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