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iShares Russell 3000 Value Index shares owned by Glass Jacobson Investment Advisors

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

Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $97k 945 102.58
2025-09-30 $78k 780 100.01
2025-06-30 $74k 777 94.61
2025-03-31 $78k 841 92.60
2024-12-31 $78k 841 92.60
2024-09-30 $65k 679 95.43
2024-06-30 $43k 493 88.11
2024-03-31 $39k 432 90.54
2023-12-31 $22k 257 84.46
2023-09-30 $28k 376 74.66
2023-06-30 $38k 490 78.29
2022-12-31 $33k 467 70.62