iShares Russell 3000 Value Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 17k | 102.30 |
| 2025-06-30 | $1.6M | 17k | 96.14 |
| 2025-03-31 | $1.4M | 17k | 85.55 |
| 2024-12-31 | $1.7M | 18k | 95.35 |
| 2024-09-30 | $1.6M | 17k | 94.22 |
| 2024-06-30 | $1.6M | 17k | 92.22 |
| 2024-03-31 | $1.5M | 18k | 87.29 |
| 2023-12-31 | $1.4M | 17k | 83.78 |
| 2023-09-30 | $1.1M | 15k | 72.41 |
| 2023-06-30 | $1.1M | 14k | 79.51 |
| 2023-03-31 | $1.1M | 14k | 73.65 |
| 2022-12-31 | $1.1M | 14k | 75.34 |
| 2022-09-30 | $946k | 14k | 66.33 |
| 2022-06-30 | $1.0M | 15k | 67.70 |
| 2022-03-31 | $1.1M | 15k | 76.27 |
| 2021-12-31 | $1.1M | 14k | 73.70 |
| 2021-09-30 | $1.1M | 15k | 75.60 |
| 2021-06-30 | $1.0M | 14k | 71.41 |
| 2021-03-31 | $1.1M | 15k | 71.25 |
| 2020-12-31 | $947k | 15k | 63.96 |
| 2020-09-30 | $992k | 17k | 59.13 |
| 2020-06-30 | $926k | 17k | 54.85 |
| 2020-03-31 | $827k | 16k | 52.25 |
| 2019-12-31 | $973k | 16k | 62.04 |
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