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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Value Index held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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