iShares Russell 3000 Value Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Crestwood 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 Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 20k | 95.49 |
| 2024-06-30 | $1.8M | 21k | 88.13 |
| 2024-03-31 | $1.8M | 20k | 90.44 |
| 2023-12-31 | $1.7M | 20k | 84.33 |
| 2023-09-30 | $1.8M | 24k | 74.62 |
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