iShares Russell 3000 Value Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $307k | 3.2k | 95.58 |
| 2024-06-30 | $340k | 3.9k | 88.04 |
| 2024-03-31 | $368k | 4.1k | 90.37 |
| 2023-12-31 | $343k | 4.1k | 84.23 |
| 2023-09-30 | $257k | 3.4k | 74.56 |
| 2023-06-30 | $270k | 3.4k | 78.33 |
| 2023-03-31 | $254k | 3.4k | 73.69 |
| 2022-12-31 | $243k | 3.4k | 70.50 |
| 2022-09-30 | $216k | 3.4k | 62.66 |
| 2022-06-30 | $241k | 3.6k | 67.00 |
| 2022-03-31 | $273k | 3.6k | 75.90 |
| 2021-12-31 | $275k | 3.6k | 76.45 |
| 2021-09-30 | $255k | 3.6k | 70.89 |
| 2021-06-30 | $259k | 3.6k | 72.00 |
| 2021-03-31 | $248k | 3.6k | 68.95 |
| 2020-12-31 | $233k | 3.7k | 62.18 |
| 2020-09-30 | $216k | 4.0k | 54.38 |
| 2020-06-30 | $207k | 4.0k | 52.11 |
| 2019-12-31 | $331k | 5.3k | 63.05 |
| 2019-09-30 | $303k | 5.3k | 57.71 |
| 2019-06-30 | $323k | 5.7k | 56.67 |
| 2019-03-31 | $313k | 5.7k | 54.91 |
| 2018-12-31 | $309k | 6.3k | 49.05 |
| 2018-09-30 | $355k | 6.3k | 56.35 |
| 2018-06-30 | $338k | 6.3k | 53.65 |
| 2018-03-31 | $335k | 6.3k | 53.05 |
| 2017-12-31 | $359k | 6.5k | 55.40 |
| 2017-09-30 | $344k | 6.6k | 52.36 |
| 2017-06-30 | $348k | 6.8k | 50.99 |
| 2017-03-31 | $345k | 6.8k | 50.55 |
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