iShares Russell 3000 Value Index shares owned by Edge Capital Group
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Edge Capital Group
from 13F filings
Historical chart of Edge Capital Group investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Edge Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.0M | 73k | 95.49 |
| 2024-06-30 | $6.6M | 74k | 88.13 |
| 2024-03-31 | $6.9M | 76k | 90.44 |
| 2023-09-30 | $5.7M | 76k | 74.62 |
| 2023-06-30 | $5.9M | 76k | 78.26 |
| 2023-03-31 | $5.6M | 76k | 73.78 |
| 2022-12-31 | $5.6M | 79k | 70.63 |
| 2022-09-30 | $4.4M | 70k | 62.60 |
| 2022-06-30 | $4.7M | 70k | 66.88 |
| 2022-03-31 | $5.4M | 71k | 75.87 |
| 2021-12-31 | $5.5M | 72k | 76.34 |
| 2021-09-30 | $5.0M | 71k | 70.88 |
| 2021-06-30 | $5.2M | 73k | 71.96 |
| 2021-03-31 | $5.3M | 76k | 68.90 |
| 2020-12-31 | $4.8M | 78k | 62.19 |
| 2020-09-30 | $4.2M | 77k | 54.29 |
| 2020-06-30 | $4.5M | 85k | 52.23 |
| 2020-03-31 | $6.5M | 142k | 46.18 |
| 2019-12-31 | $8.4M | 134k | 63.02 |
| 2019-09-30 | $7.7M | 134k | 57.80 |
| 2019-06-30 | $7.8M | 138k | 56.65 |
| 2019-03-31 | $7.6M | 138k | 54.83 |
| 2018-12-31 | $6.9M | 141k | 49.09 |
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