iShares Russell 3000 Value Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 16k | 90.44 |
| 2023-12-31 | $1.3M | 16k | 84.33 |
| 2023-09-30 | $810k | 11k | 74.62 |
| 2023-06-30 | $932k | 12k | 78.26 |
| 2023-03-31 | $1.0M | 14k | 73.78 |
| 2022-12-31 | $1.5M | 21k | 70.63 |
| 2022-09-30 | $1.5M | 23k | 62.61 |
| 2022-06-30 | $1.6M | 24k | 66.88 |
| 2022-03-31 | $1.9M | 25k | 75.86 |
| 2021-12-31 | $2.2M | 29k | 76.33 |
| 2021-09-30 | $2.2M | 31k | 70.89 |
| 2021-06-30 | $2.3M | 34k | 68.90 |
| 2021-03-31 | $2.3M | 34k | 68.90 |
| 2020-12-31 | $2.2M | 36k | 62.19 |
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