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iShares Russell 3000 Value Index shares owned by Sand Hill Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sand Hill Advisors from 13F filings

Historical chart of Sand Hill Advisors 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 Sand Hill 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 Sand Hill Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $830k 8.8k 94.63
2025-03-31 $809k 8.8k 92.29
2024-12-31 $889k 9.6k 92.59
2024-09-30 $979k 10k 95.49
2024-06-30 $1.0M 12k 88.13
2023-06-30 $213k 2.7k 78.26
2023-03-31 $110M 1.5M 73.78
2022-12-31 $104M 1.5M 70.63
2022-09-30 $96M 1.5M 62.61
2022-06-30 $106M 1.6M 66.88
2022-03-31 $120M 1.6M 75.87
2021-12-31 $67M 875k 76.34
2021-09-30 $62M 877k 70.88
2021-06-30 $62M 855k 71.96
2021-03-31 $58M 839k 68.90
2020-12-31 $51M 819k 62.19
2020-03-31 $212k 4.6k 46.12
2019-12-31 $290k 4.6k 63.08