iShares Russell 1000 Value Index shares owned by BBR Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by BBR Partners
from 13F filings
Historical chart of BBR Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by BBR Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.5M | 10k | 151.82 |
| 2023-06-30 | $1.6M | 10k | 157.83 |
| 2023-03-31 | $1.5M | 10k | 152.26 |
| 2022-12-31 | $1.5M | 10k | 151.65 |
| 2022-09-30 | $1.4M | 10k | 136.04 |
| 2022-06-30 | $1.4M | 9.9k | 145.01 |
| 2022-03-31 | $1.7M | 10k | 165.99 |
| 2021-12-31 | $1.7M | 10k | 167.92 |
| 2021-09-30 | $1.6M | 10k | 156.53 |
| 2021-06-30 | $1.6M | 10k | 158.66 |
| 2021-03-31 | $1.6M | 10k | 151.52 |
| 2020-12-31 | $1.4M | 10k | 136.75 |
| 2020-09-30 | $1.2M | 10k | 118.12 |
| 2020-06-30 | $1.2M | 10k | 112.61 |
| 2020-03-31 | $1.1M | 11k | 99.18 |
| 2019-12-31 | $206k | 1.5k | 136.60 |
| 2015-12-31 | $462k | 4.7k | 97.80 |
| 2015-09-30 | $506k | 5.4k | 93.27 |
| 2015-06-30 | $560k | 5.4k | 103.23 |
| 2015-03-31 | $559k | 5.4k | 103.04 |
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