iShares Russell 1000 Value Index shares owned by Bridgeworth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bridgeworth
from 13F filings
Historical chart of Bridgeworth investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Bridgeworth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $238k | 1.4k | 165.29 |
2023-09-30 | $219k | 1.4k | 151.86 |
2023-06-30 | $232k | 1.5k | 157.87 |
2023-03-31 | $224k | 1.5k | 152.30 |
2022-12-31 | $243k | 1.6k | 151.68 |
2022-03-31 | $261k | 1.6k | 165.82 |
2021-12-31 | $265k | 1.6k | 167.93 |
2021-09-30 | $247k | 1.6k | 156.53 |
2020-03-31 | $269k | 2.7k | 99.04 |
2019-12-31 | $357k | 2.6k | 136.36 |
2019-09-30 | $334k | 2.6k | 128.12 |
2019-06-30 | $329k | 2.6k | 127.42 |
2019-03-31 | $318k | 2.6k | 123.50 |
2018-12-31 | $276k | 2.6k | 104.27 |
2018-06-30 | $171k | 1.4k | 121.04 |
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