iShares Russell 3000 Value Index shares owned by Catalyst Private Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Catalyst Private Wealth
from 13F filings
Historical chart of Catalyst Private Wealth investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Catalyst Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 32k | 99.95 |
| 2025-06-30 | $2.9M | 31k | 94.63 |
| 2025-03-31 | $1.9M | 21k | 92.29 |
| 2024-12-31 | $2.2M | 24k | 92.59 |
| 2024-09-30 | $2.3M | 24k | 95.49 |
| 2024-06-30 | $2.1M | 24k | 88.13 |
| 2024-03-31 | $2.2M | 24k | 90.44 |
| 2023-12-31 | $2.6M | 31k | 84.33 |
| 2023-09-30 | $1.9M | 25k | 74.62 |
| 2023-06-30 | $1.9M | 25k | 78.26 |
| 2023-03-31 | $2.0M | 27k | 73.78 |
| 2022-12-31 | $2.0M | 28k | 70.63 |
| 2022-09-30 | $1.0M | 17k | 62.60 |
| 2022-06-30 | $1.1M | 16k | 66.85 |
| 2022-03-31 | $1.1M | 14k | 75.87 |
| 2021-12-31 | $495k | 6.5k | 76.38 |
| 2021-09-30 | $459k | 6.5k | 70.82 |
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