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iShares Russell 3000 Value Index shares owned by Sherman Asset Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sherman Asset Management from 13F filings

Historical chart of Sherman Asset Management 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 Sherman Asset Management 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 Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 240 99.95
2025-06-30 $23k 240 94.63
2025-03-31 $22k 240 92.29