iShares Russell 3000 Value Index shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners 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 Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Value Index by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $277k | 2.9k | 95.49 |
| 2024-06-30 | $256k | 2.9k | 88.13 |
| 2024-03-31 | $520k | 5.8k | 90.44 |
| 2023-12-31 | $485k | 5.8k | 84.33 |
| 2023-09-30 | $429k | 5.8k | 74.62 |
| 2023-06-30 | $528k | 6.8k | 78.26 |
| 2023-03-31 | $498k | 6.8k | 73.78 |
| 2022-12-31 | $477k | 6.8k | 70.63 |
| 2022-09-30 | $423k | 6.8k | 62.67 |
| 2022-06-30 | $462k | 6.9k | 66.96 |
| 2022-03-31 | $286k | 3.8k | 76.27 |
| 2021-12-31 | $286k | 3.8k | 76.27 |
| 2021-09-30 | $266k | 3.8k | 70.93 |
| 2021-06-30 | $270k | 3.8k | 72.00 |
Top funds holding iShares Russell 3000 Value Index
View all funds holding iShares Russell 3000 Value Index