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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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 70.64
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