iShares Russell 3000 Value Index shares owned by R. W. Roge & Company
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by R. W. Roge & Company
from 13F filings
Historical chart of R. W. Roge & Company 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 R. W. Roge & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Value Index by R. W. Roge & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $972k | 9.7k | 99.88 |
| 2025-06-30 | $922k | 9.7k | 94.58 |
| 2025-03-31 | $848k | 9.2k | 92.25 |
| 2024-12-31 | $826k | 8.9k | 92.51 |
| 2024-09-30 | $870k | 9.1k | 95.45 |
| 2024-06-30 | $823k | 9.3k | 88.05 |
| 2024-03-31 | $846k | 9.4k | 90.46 |
| 2023-12-31 | $654k | 7.8k | 84.23 |
| 2023-09-30 | $503k | 7.0k | 71.44 |
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