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iShares Russell 3000 Value Index shares owned by Richard W. Paul & Associates

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Richard W. Paul & Associates from 13F filings

Historical chart of Richard W. Paul & Associates 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 Richard W. Paul & Associates 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 Richard W. Paul & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 161k 95.49
2024-06-30 $13M 143k 88.13
2024-03-31 $12M 135k 90.44
2023-12-31 $12M 137k 84.33
2023-09-30 $9.9M 132k 74.62
2023-06-30 $11M 139k 78.26
2023-03-31 $9.9M 134k 73.78
2022-12-31 $9.0M 128k 70.63