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iShares Russell 3000 Value Index shares owned by TL Private Wealth

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by TL Private Wealth from 13F filings

Historical chart of TL Private Wealth 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 TL Private Wealth 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 TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 21k 94.53
2024-06-30 $2.3M 25k 91.75
2024-03-31 $2.2M 25k 89.20
2023-12-31 $2.2M 26k 84.33
2023-09-30 $2.2M 29k 74.62
2023-06-30 $2.3M 29k 78.12
2023-03-31 $2.1M 29k 73.78
2022-12-31 $2.1M 29k 72.67
2022-09-30 $1.8M 29k 63.60
2022-06-30 $1.9M 28k 66.96
2022-03-31 $2.3M 30k 75.73
2021-12-31 $2.2M 30k 73.71
2021-09-30 $2.2M 30k 74.83
2021-06-30 $2.1M 30k 71.96
2021-03-31 $1.9M 27k 70.33
2020-12-31 $1.8M 28k 64.24
2020-09-30 $1.6M 28k 56.94
2020-06-30 $1.5M 27k 54.35
2020-03-31 $1.4M 28k 49.94
2019-12-31 $903k 14k 63.20