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iShares Russell 3000 Value Index shares owned by Collier Financial

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Collier Financial from 13F filings

Historical chart of Collier Financial 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 Collier Financial 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 Collier Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 3.8k 99.95
2025-03-31 $97k 1.1k 92.31
2024-12-31 $80k 860 92.59