iShares Russell 3000 Value Index shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Atlantic Edge Private Wealth 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 Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 11k | 95.49 |
| 2024-06-30 | $686k | 7.8k | 88.13 |
| 2024-03-31 | $878k | 9.7k | 90.44 |
| 2023-12-31 | $798k | 9.5k | 84.33 |
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