iShares Russell 1000 Value Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $200k | 1.1k | 179.21 |
| 2023-12-31 | $184k | 1.1k | 164.87 |
| 2023-09-30 | $169k | 1.1k | 151.71 |
| 2023-06-30 | $176k | 1.1k | 157.99 |
| 2023-03-31 | $217k | 1.4k | 152.28 |
| 2022-12-31 | $169k | 1.1k | 151.84 |
| 2022-09-30 | $193k | 1.4k | 135.82 |
| 2022-06-30 | $206k | 1.4k | 144.97 |
| 2022-03-31 | $241k | 1.5k | 166.09 |
| 2021-12-31 | $243k | 1.4k | 167.70 |
| 2021-09-30 | $226k | 1.4k | 156.40 |
| 2021-06-30 | $229k | 1.4k | 158.48 |
| 2021-03-31 | $74k | 491 | 150.71 |
| 2020-12-31 | $76k | 556 | 136.69 |
| 2020-09-30 | $58k | 489 | 118.61 |
| 2020-06-30 | $55k | 487 | 112.94 |
| 2020-03-31 | $48k | 481 | 99.79 |
| 2019-12-31 | $109k | 804 | 135.57 |
| 2019-09-30 | $2.7M | 21k | 128.27 |
| 2019-06-30 | $2.7M | 21k | 127.20 |
| 2019-03-31 | $2.6M | 21k | 123.47 |
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