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iShares Russell 1000 Value Index shares owned by Crewe Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors 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 Crewe 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $164k 994 165.25
2023-09-30 $151k 994 151.82
2023-06-30 $150k 952 157.83
2023-03-31 $149k 978 152.26
2022-12-31 $144k 952 151.65
2022-09-30 $5.0k 37 135.14
2022-06-30 $5.0k 37 135.14
2022-03-31 $6.0k 37 162.16
2021-12-31 $6.0k 37 162.16
2021-09-30 $6.0k 37 162.16
2021-06-30 $6.0k 37 162.16
2021-03-31 $6.0k 37 162.16
2020-12-31 $5.0k 37 135.14
2020-09-30 $4.0k 37 108.11
2020-06-30 $4.0k 37 108.11
2020-03-31 $4.0k 37 108.11
2019-12-31 $5.0k 37 135.14
2019-09-30 $22k 168 130.95
2019-06-30 $21k 168 125.00
2019-03-31 $21k 168 125.00
2018-12-31 $19k 168 113.10
2018-09-30 $21k 168 125.00
2018-06-30 $20k 168 119.05
2018-03-31 $51k 425 120.00
2017-12-31 $53k 425 124.71