iShares Russell 1000 Value Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 1.2k | 179.11 |
| 2022-12-31 | $173k | 1.1k | 151.65 |
| 2022-09-30 | $128k | 944 | 135.59 |
| 2022-06-30 | $138k | 949 | 145.42 |
| 2022-03-31 | $168k | 1.0k | 166.17 |
| 2021-12-31 | $601k | 3.6k | 167.97 |
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