iShares Russell 3000 Value Index shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $293k | 3.3k | 88.13 |
| 2024-03-31 | $309k | 3.4k | 90.44 |
| 2023-12-31 | $287k | 3.4k | 84.33 |
| 2023-09-30 | $255k | 3.4k | 75.05 |
| 2023-06-30 | $264k | 3.4k | 78.26 |
| 2023-03-31 | $249k | 3.4k | 73.78 |
| 2022-12-31 | $250k | 3.5k | 70.63 |
| 2022-09-30 | $223k | 3.6k | 62.64 |
| 2022-06-30 | $238k | 3.6k | 66.85 |
| 2022-03-31 | $270k | 3.6k | 75.84 |
| 2021-12-31 | $272k | 3.6k | 76.40 |
| 2021-09-30 | $252k | 3.6k | 70.79 |
| 2021-06-30 | $272k | 3.8k | 71.96 |
| 2021-03-31 | $260k | 3.8k | 68.78 |
| 2020-12-31 | $289k | 4.7k | 62.08 |
| 2020-09-30 | $270k | 5.0k | 54.38 |
| 2020-06-30 | $248k | 4.8k | 52.16 |
| 2020-03-31 | $240k | 5.2k | 46.23 |
| 2019-12-31 | $347k | 5.5k | 62.95 |
| 2019-09-30 | $304k | 5.3k | 57.88 |
| 2019-06-30 | $303k | 5.3k | 56.69 |
| 2019-03-31 | $289k | 5.3k | 54.89 |
| 2018-12-31 | $274k | 5.4k | 51.07 |
| 2018-09-30 | $255k | 4.8k | 53.63 |
| 2018-06-30 | $255k | 4.8k | 53.63 |
| 2018-03-31 | $212k | 4.0k | 53.13 |
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