iShares Russell 3000 Value Index shares owned by Petix & Botte
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Petix & Botte
from 13F filings
Historical chart of Petix & Botte investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Petix & Botte 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 Petix & Botte
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $21M | 223k | 92.59 |
| 2024-09-30 | $29M | 304k | 95.49 |
| 2024-06-30 | $27M | 301k | 88.13 |
| 2024-03-31 | $14M | 154k | 90.44 |
| 2023-12-31 | $26M | 310k | 84.33 |
| 2023-09-30 | $23M | 310k | 74.62 |
| 2023-06-30 | $24M | 305k | 78.26 |
| 2023-03-31 | $11M | 147k | 73.78 |
| 2022-09-30 | $8.8M | 141k | 62.61 |
| 2022-06-30 | $9.5M | 142k | 66.88 |
| 2022-03-31 | $22M | 289k | 75.87 |
| 2021-12-31 | $11M | 137k | 76.34 |
| 2021-09-30 | $18M | 250k | 70.87 |
| 2021-06-30 | $8.0M | 111k | 71.96 |
| 2021-03-31 | $7.5M | 215k | 34.79 |
| 2020-12-31 | $6.4M | 103k | 62.19 |
| 2020-09-30 | $5.5M | 101k | 54.25 |
| 2020-06-30 | $5.2M | 196k | 26.58 |
| 2020-03-31 | $4.3M | 94k | 46.18 |
| 2019-12-31 | $5.5M | 87k | 63.03 |
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