iShares Russell 1000 Value Index shares owned by Bel Air Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bel Air Investment Advisors
from 13F filings
Historical chart of Bel Air Investment Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Bel Air Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Bel Air Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $6.2M | 39k | 158.62 |
| 2021-03-31 | $5.8M | 39k | 151.55 |
| 2013-09-30 | $507k | 5.9k | 86.22 |
| 2013-06-30 | $493k | 5.9k | 83.84 |
| 2013-03-31 | $477k | 5.9k | 81.12 |
| 2012-12-31 | $206k | 2.8k | 72.66 |
| 2012-09-30 | $424k | 5.9k | 72.11 |
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