iShares Russell 3000 Value Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 204k | 99.95 |
| 2025-06-30 | $20M | 207k | 94.63 |
| 2025-03-31 | $19M | 202k | 92.29 |
| 2024-12-31 | $19M | 199k | 92.59 |
| 2024-09-30 | $19M | 197k | 95.49 |
| 2024-06-30 | $17M | 190k | 88.13 |
| 2024-03-31 | $16M | 181k | 90.44 |
| 2023-12-31 | $15M | 181k | 84.33 |
| 2023-09-30 | $13M | 176k | 74.62 |
| 2023-06-30 | $14M | 173k | 78.26 |
| 2023-03-31 | $12M | 160k | 73.78 |
| 2022-12-31 | $12M | 163k | 70.63 |
| 2022-09-30 | $9.7M | 154k | 62.61 |
| 2022-06-30 | $9.8M | 146k | 66.88 |
| 2022-03-31 | $11M | 140k | 75.87 |
| 2021-12-31 | $9.9M | 130k | 76.34 |
| 2021-09-30 | $9.2M | 129k | 70.88 |
| 2021-06-30 | $9.7M | 134k | 71.96 |
| 2021-03-31 | $9.4M | 132k | 71.28 |
| 2020-12-31 | $10M | 161k | 62.19 |
| 2020-09-30 | $8.5M | 157k | 54.29 |
| 2020-06-30 | $8.0M | 154k | 52.23 |
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