iShares Russell 3000 Value Index shares owned by Sweeney & Michel
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Sweeney & Michel 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 Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $481k | 4.9k | 97.25 |
| 2024-06-30 | $423k | 4.8k | 87.86 |
| 2024-03-31 | $429k | 4.8k | 89.44 |
| 2023-09-30 | $361k | 4.7k | 75.96 |
| 2023-06-30 | $365k | 4.6k | 79.84 |
| 2023-03-31 | $345k | 4.6k | 75.64 |
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