iShares Russell 3000 Value Index shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 2.6k | 95.49 |
| 2023-06-30 | $297k | 3.8k | 78.26 |
| 2023-03-31 | $296k | 4.0k | 73.78 |
| 2022-12-31 | $303k | 4.3k | 70.63 |
| 2022-09-30 | $264k | 4.2k | 62.57 |
| 2022-06-30 | $281k | 4.2k | 66.94 |
| 2022-03-31 | $334k | 4.4k | 75.81 |
| 2021-12-31 | $335k | 4.4k | 76.26 |
| 2021-06-30 | $318k | 4.4k | 71.93 |
| 2021-03-31 | $307k | 4.5k | 68.87 |
| 2020-12-31 | $271k | 4.2k | 64.72 |
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