iShares Russell 3000 Value Index shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 141k | 84.95 |
| 2023-09-30 | $11M | 143k | 74.62 |
| 2023-06-30 | $12M | 148k | 78.26 |
| 2023-03-31 | $11M | 151k | 73.78 |
| 2022-12-31 | $11M | 148k | 70.63 |
| 2022-09-30 | $9.4M | 151k | 62.61 |
| 2022-06-30 | $9.8M | 147k | 66.88 |
| 2022-03-31 | $10M | 135k | 75.87 |
| 2021-12-31 | $9.7M | 127k | 76.34 |
| 2021-09-30 | $8.9M | 125k | 70.88 |
| 2021-06-30 | $9.1M | 126k | 71.96 |
| 2021-03-31 | $8.2M | 120k | 68.90 |
| 2020-12-31 | $6.4M | 103k | 62.19 |
| 2020-09-30 | $5.5M | 101k | 54.29 |
| 2020-06-30 | $5.3M | 102k | 52.23 |
| 2020-03-31 | $5.1M | 111k | 46.18 |
| 2019-12-31 | $6.7M | 106k | 63.02 |
| 2019-09-30 | $5.6M | 96k | 57.80 |
| 2019-06-30 | $5.4M | 95k | 56.65 |
| 2019-03-31 | $4.5M | 82k | 54.83 |
| 2018-12-31 | $3.3M | 67k | 49.09 |
| 2018-09-30 | $963k | 17k | 56.40 |
| 2018-06-30 | $190k | 3.5k | 53.60 |
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