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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

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Quarterly 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