iShares Russell 3000 Value Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Sage Mountain Advisors 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 Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63k | 627 | 99.90 |
| 2025-06-30 | $60k | 635 | 94.58 |
| 2025-03-31 | $61k | 658 | 92.24 |
| 2024-12-31 | $52k | 560 | 92.54 |
| 2024-09-30 | $53k | 560 | 95.43 |
| 2024-06-30 | $49k | 560 | 88.08 |
| 2024-03-31 | $51k | 560 | 90.39 |
| 2023-12-31 | $47k | 560 | 84.28 |
| 2023-09-30 | $42k | 560 | 74.58 |
| 2023-06-30 | $44k | 560 | 78.21 |
| 2023-03-31 | $41k | 560 | 73.74 |
| 2022-12-31 | $40k | 560 | 70.59 |
| 2022-09-30 | $35k | 560 | 62.50 |
| 2022-06-30 | $51k | 760 | 67.11 |
| 2022-03-31 | $65k | 851 | 76.38 |
| 2021-12-31 | $65k | 851 | 76.38 |
| 2021-09-30 | $60k | 851 | 70.51 |
| 2021-06-30 | $55k | 760 | 72.37 |
| 2021-03-31 | $41k | 601 | 68.22 |
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