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iShares Russell 1000 Value Index shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth 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 FSC Wealth 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $21k 116 179.11
2023-12-31 $5.7M 35k 165.25
2023-09-30 $18k 116 151.82
2023-06-30 $18k 116 157.83
2023-03-31 $18k 116 152.26
2022-12-31 $18k 116 151.65
2022-09-30 $16k 116 137.93
2022-06-30 $17k 116 146.55
2022-03-31 $19k 116 163.79
2021-12-31 $19k 116 163.79