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iShares Russell 3000 Value Index shares owned by Maryland Capital Advisors

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

Historical chart of Maryland Capital 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 Maryland Capital 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 Maryland Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 90.44
2023-12-31 $1.1M 13k 84.33
2023-09-30 $987k 13k 74.62
2023-06-30 $1.0M 13k 78.26
2023-03-31 $987k 13k 73.78
2022-12-31 $945k 13k 70.63
2022-09-30 $390k 6.2k 62.63
2022-06-30 $155k 2.3k 66.70
2022-03-31 $176k 2.3k 75.73
2021-12-31 $177k 2.3k 76.23