iShares Russell 3000 Value Index shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 261k | 95.49 |
| 2024-06-30 | $22M | 251k | 88.13 |
| 2024-03-31 | $23M | 251k | 90.44 |
| 2023-12-31 | $22M | 257k | 84.33 |
| 2023-09-30 | $21M | 275k | 74.62 |
| 2023-06-30 | $21M | 267k | 78.26 |
| 2023-03-31 | $20M | 268k | 73.78 |
| 2022-12-31 | $18M | 251k | 70.63 |
| 2022-09-30 | $15M | 242k | 62.61 |
| 2022-06-30 | $16M | 234k | 66.88 |
| 2022-03-31 | $18M | 230k | 75.87 |
| 2021-12-31 | $16M | 212k | 76.34 |
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