iShares Russell 1000 Value Index shares owned by IFG Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 8.0k | 165.27 |
| 2023-09-30 | $807k | 5.3k | 151.83 |
| 2023-03-31 | $762k | 5.0k | 152.27 |
| 2022-12-31 | $785k | 5.2k | 151.60 |
| 2022-09-30 | $1.3M | 9.5k | 135.91 |
| 2022-06-30 | $921k | 6.4k | 144.79 |
| 2022-03-31 | $606k | 3.7k | 165.85 |
| 2021-12-31 | $497k | 3.0k | 167.74 |
| 2021-09-30 | $402k | 2.6k | 156.42 |
| 2021-06-30 | $401k | 2.5k | 158.62 |
| 2021-03-31 | $371k | 2.5k | 151.37 |
| 2020-12-31 | $441k | 3.2k | 136.66 |
| 2020-09-30 | $381k | 3.2k | 118.10 |
| 2020-06-30 | $292k | 2.6k | 112.44 |
| 2020-03-31 | $260k | 2.6k | 99.09 |
| 2019-12-31 | $1.0M | 7.6k | 136.42 |
| 2019-09-30 | $965k | 7.5k | 128.21 |
| 2019-06-30 | $8.5M | 59k | 143.65 |
| 2019-03-31 | $8.1M | 58k | 139.45 |
| 2018-12-31 | $7.3M | 61k | 120.21 |
| 2018-09-30 | $8.9M | 56k | 159.50 |
| 2018-06-30 | $8.2M | 54k | 151.56 |
| 2018-03-31 | $8.1M | 56k | 143.85 |
| 2017-12-31 | $9.5M | 67k | 142.69 |
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