iShares Russell 3000 Value Index shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Joel R Mogy Investment Counsel 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 Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 375 | 99.95 |
| 2025-06-30 | $36k | 375 | 94.63 |
| 2025-03-31 | $35k | 375 | 92.29 |
| 2024-12-31 | $35k | 375 | 92.59 |
| 2024-09-30 | $9.5k | 99 | 95.49 |
| 2024-06-30 | $8.7k | 99 | 88.13 |
| 2024-03-31 | $9.0k | 99 | 90.44 |
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