iShares Russell 3000 Value Index shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 49k | 99.96 |
| 2025-06-30 | $5.3M | 56k | 94.63 |
| 2025-03-31 | $4.7M | 51k | 92.29 |
| 2024-12-31 | $6.2M | 67k | 92.59 |
| 2024-09-30 | $4.5M | 47k | 95.49 |
| 2024-06-30 | $4.9M | 55k | 88.13 |
| 2024-03-31 | $4.8M | 53k | 90.44 |
| 2023-09-30 | $3.6M | 48k | 74.62 |
| 2022-12-31 | $1.2M | 17k | 74.34 |
| 2022-09-30 | $1.1M | 17k | 67.15 |
| 2022-06-30 | $1.1M | 17k | 68.48 |
| 2022-03-31 | $2.9M | 38k | 77.17 |
| 2021-12-31 | $2.8M | 38k | 73.73 |
| 2021-09-30 | $2.9M | 40k | 74.66 |
| 2021-06-30 | $842k | 12k | 72.47 |
| 2021-03-31 | $801k | 11k | 71.12 |
| 2020-12-31 | $596k | 9.4k | 63.48 |
| 2020-09-30 | $452k | 8.0k | 56.57 |
| 2020-06-30 | $437k | 8.0k | 54.69 |
| 2020-03-31 | $462k | 9.3k | 49.95 |
| 2019-12-31 | $578k | 9.3k | 62.39 |
| 2019-09-30 | $545k | 9.3k | 58.92 |
| 2019-06-30 | $529k | 9.3k | 57.19 |
| 2019-03-31 | $543k | 9.7k | 56.12 |
| 2018-12-31 | $734k | 14k | 52.47 |
| 2016-12-31 | $594k | 12k | 49.43 |
| 2015-12-31 | $2.3M | 19k | 119.72 |
| 2015-09-30 | $358k | 2.9k | 121.48 |
| 2015-06-30 | $794k | 5.9k | 134.71 |
| 2015-03-31 | $398k | 2.9k | 135.05 |
| 2014-12-31 | $940k | 6.9k | 136.55 |
| 2014-09-30 | $384k | 2.9k | 130.30 |
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