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iShares Russell 3000 Value Index shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 13k 84.33
2023-09-30 $1.0M 14k 74.62
2023-06-30 $1.1M 14k 78.26
2022-12-31 $1.2M 17k 70.63
2022-09-30 $345k 5.5k 62.56
2021-03-31 $94k 1.4k 69.17
2020-12-31 $85k 1.4k 62.55
2020-09-30 $74k 1.4k 54.45
2020-06-30 $71k 1.4k 52.24
2020-03-31 $63k 1.4k 46.36
2019-12-31 $86k 1.4k 63.28
2019-09-30 $79k 1.4k 58.13
2019-06-30 $77k 1.4k 56.66
2019-03-31 $75k 1.4k 55.19
2018-12-31 $67k 1.4k 49.30
2018-09-30 $77k 1.4k 56.66
2018-06-30 $72k 1.4k 52.98
2018-03-31 $72k 1.4k 52.98