iShares Russell 3000 Value Index shares owned by SWMG
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by SWMG
from 13F filings
Historical chart of SWMG 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 SWMG consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by SWMG
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $547k | 6.5k | 84.33 |
2023-09-30 | $618k | 8.3k | 74.62 |
2023-06-30 | $408k | 5.2k | 78.26 |
2023-03-31 | $518k | 7.0k | 73.78 |
2022-12-31 | $987k | 14k | 70.63 |
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