iShares Russell 3000 Value Index shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 29k | 90.44 |
| 2023-12-31 | $2.4M | 29k | 84.33 |
| 2023-09-30 | $2.1M | 28k | 74.62 |
| 2023-06-30 | $2.5M | 32k | 78.26 |
| 2023-03-31 | $2.2M | 30k | 73.78 |
| 2022-12-31 | $2.2M | 31k | 70.63 |
| 2022-09-30 | $1.9M | 31k | 62.61 |
| 2022-06-30 | $2.6M | 39k | 66.88 |
| 2022-03-31 | $2.7M | 35k | 75.87 |
| 2021-12-31 | $2.7M | 36k | 76.34 |
| 2021-09-30 | $3.0M | 42k | 70.88 |
| 2021-06-30 | $3.5M | 49k | 71.96 |
| 2021-03-31 | $3.3M | 48k | 68.90 |
| 2020-12-31 | $2.9M | 47k | 62.19 |
| 2020-09-30 | $1.7M | 31k | 54.29 |
| 2020-06-30 | $1.8M | 34k | 52.23 |
| 2020-03-31 | $1.5M | 31k | 46.18 |
| 2019-12-31 | $1.9M | 30k | 63.02 |
| 2019-09-30 | $1.7M | 29k | 57.80 |
| 2019-06-30 | $1.7M | 30k | 56.65 |
| 2019-03-31 | $1.7M | 31k | 54.83 |
| 2018-12-31 | $1.5M | 31k | 49.09 |
| 2018-09-30 | $2.2M | 39k | 56.70 |
| 2018-06-30 | $1.6M | 29k | 54.81 |
| 2018-03-31 | $1.7M | 31k | 53.12 |
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