iShares Russell 3000 Value Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 4.1k | 99.96 |
| 2025-06-30 | $388k | 4.1k | 94.63 |
| 2025-03-31 | $421k | 4.6k | 92.30 |
| 2024-12-31 | $879k | 9.5k | 92.59 |
| 2024-09-30 | $296k | 6.0k | 49.15 |
| 2024-06-30 | $786k | 8.9k | 88.13 |
| 2024-03-31 | $474k | 5.2k | 90.45 |
| 2023-12-31 | $2.2M | 27k | 84.33 |
| 2023-09-30 | $362k | 4.9k | 74.62 |
| 2023-06-30 | $477k | 6.1k | 78.26 |
| 2023-03-31 | $362k | 4.9k | 73.78 |
| 2022-12-31 | $382k | 5.4k | 70.61 |
| 2022-09-30 | $225k | 3.4k | 66.96 |
| 2022-06-30 | $225k | 3.4k | 66.96 |
| 2022-03-31 | $336k | 4.4k | 76.38 |
| 2021-12-31 | $336k | 4.4k | 76.38 |
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