iShares Russell 1000 Value Index shares owned by Almanack Investment Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Almanack Investment Partners
from 13F filings
Historical chart of Almanack Investment Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Almanack Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 13k | 179.11 |
| 2023-12-31 | $2.1M | 13k | 165.25 |
| 2023-09-30 | $2.1M | 14k | 151.81 |
| 2023-06-30 | $2.1M | 13k | 157.83 |
| 2023-03-31 | $2.1M | 14k | 152.27 |
| 2022-12-31 | $2.1M | 14k | 151.65 |
| 2022-09-30 | $5.6M | 41k | 136.00 |
| 2022-06-30 | $2.6M | 18k | 145.00 |
| 2022-03-31 | $2.5M | 15k | 166.00 |
| 2021-12-31 | $2.0M | 12k | 167.92 |
| 2021-09-30 | $1.3M | 8.5k | 156.46 |
| 2021-06-30 | $1.2M | 7.4k | 158.66 |
| 2021-03-31 | $1.1M | 7.4k | 151.49 |
| 2020-12-31 | $1.0M | 7.4k | 136.75 |
| 2020-09-30 | $958k | 7.4k | 129.58 |
| 2019-12-31 | $203k | 1.5k | 136.24 |
| 2019-06-30 | $182k | 1.4k | 127.22 |
| 2018-12-31 | $113k | 1.0k | 111.33 |
| 2018-09-30 | $126k | 1.0k | 124.14 |
| 2018-06-30 | $123k | 1.0k | 121.18 |
| 2018-03-31 | $122k | 1.0k | 120.20 |
| 2017-12-31 | $126k | 1.0k | 124.14 |
| 2017-09-30 | $120k | 1.0k | 118.23 |
| 2017-06-30 | $118k | 1.0k | 116.26 |
| 2017-03-31 | $117k | 1.0k | 115.27 |
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