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iShares Russell 3000 Value Index shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment 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 Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $167k 1.8k 95.49
2024-06-30 $154k 1.8k 88.13
2024-03-31 $158k 1.8k 90.44
2023-12-31 $148k 1.8k 84.33
2023-09-30 $131k 1.8k 75.06
2023-06-30 $137k 1.8k 78.26
2023-03-31 $132k 1.8k 73.78
2021-06-30 $2.0M 27k 71.95
2021-03-31 $767k 11k 68.86
2020-12-31 $692k 11k 62.19
2020-09-30 $159k 2.9k 54.23
2020-06-30 $141k 2.7k 52.30