iShares Russell 3000 Value Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $555k | 6.1k | 90.44 |
| 2023-12-31 | $517k | 6.1k | 84.33 |
| 2023-09-30 | $457k | 6.1k | 74.61 |
| 2023-06-30 | $479k | 6.1k | 78.25 |
| 2023-03-31 | $451k | 6.1k | 73.78 |
| 2022-12-31 | $341k | 4.8k | 70.63 |
| 2022-09-30 | $302k | 4.8k | 62.54 |
| 2022-06-30 | $323k | 4.8k | 66.87 |
| 2022-03-31 | $366k | 4.8k | 75.78 |
| 2021-12-31 | $369k | 4.8k | 76.41 |
| 2021-09-30 | $349k | 4.9k | 70.81 |
| 2021-06-30 | $372k | 5.2k | 71.95 |
| 2021-03-31 | $356k | 5.2k | 68.87 |
| 2014-12-31 | $267k | 2.0k | 136.71 |
| 2014-09-30 | $255k | 2.0k | 130.57 |
| 2014-06-30 | $265k | 2.0k | 132.63 |
| 2014-03-31 | $252k | 2.0k | 126.13 |
| 2013-12-31 | $247k | 2.0k | 123.62 |
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