iShares Russell 3000 Value Index shares owned by Atria Investments
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 180k | 99.95 |
| 2025-06-30 | $17M | 178k | 94.63 |
| 2025-03-31 | $17M | 184k | 92.29 |
| 2024-12-31 | $17M | 178k | 92.59 |
| 2024-09-30 | $18M | 186k | 95.49 |
| 2024-06-30 | $38M | 435k | 88.13 |
| 2024-03-31 | $40M | 444k | 90.44 |
| 2023-12-31 | $33M | 394k | 84.33 |
| 2023-09-30 | $7.7M | 104k | 74.62 |
| 2023-06-30 | $7.2M | 92k | 78.26 |
| 2023-03-31 | $6.9M | 93k | 73.78 |
| 2022-12-31 | $7.3M | 104k | 70.63 |
| 2022-09-30 | $1.4M | 23k | 62.63 |
| 2022-06-30 | $1.6M | 24k | 66.87 |
| 2022-03-31 | $2.4M | 32k | 75.88 |
| 2021-12-31 | $2.3M | 31k | 76.33 |
| 2021-09-30 | $2.2M | 31k | 70.89 |
| 2021-06-30 | $2.5M | 35k | 71.96 |
| 2018-12-31 | $752k | 15k | 49.11 |
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