iShares Russell 3000 Value Index shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling Capital Management 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 Per Stirling Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by Per Stirling Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $12M | 125k | 95.49 |
2024-03-31 | $11M | 123k | 90.44 |
2023-12-31 | $10M | 119k | 84.33 |
2023-09-30 | $8.7M | 117k | 74.62 |
2023-06-30 | $9.4M | 120k | 78.26 |
2023-03-31 | $1.4M | 19k | 73.78 |
2022-12-31 | $1.4M | 19k | 70.63 |
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