iShares Russell 3000 Value Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 2.6k | 99.95 |
| 2025-06-30 | $247k | 2.6k | 94.63 |
| 2025-03-31 | $241k | 2.6k | 92.29 |
| 2024-12-31 | $241k | 2.6k | 92.59 |
| 2024-09-30 | $257k | 2.7k | 95.49 |
| 2024-06-30 | $237k | 2.7k | 88.13 |
| 2024-03-31 | $243k | 2.7k | 90.44 |
| 2023-12-31 | $227k | 2.7k | 84.33 |
| 2023-09-30 | $201k | 2.7k | 74.62 |
| 2023-06-30 | $211k | 2.7k | 78.26 |
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