iShares Russell 1000 Value Index shares owned by Loring Wolcott Coolidge Fa
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Loring Wolcott Coolidge Fa
from 13F filings
Historical chart of Loring Wolcott Coolidge Fa investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Loring Wolcott Coolidge Fa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.9k | 171.98 |
| 2023-12-31 | $1.6M | 9.5k | 165.35 |
| 2023-09-30 | $1.4M | 9.5k | 150.07 |
| 2023-06-30 | $1.5M | 9.5k | 157.83 |
| 2023-03-31 | $1.3M | 8.7k | 152.26 |
| 2022-12-31 | $1.7M | 11k | 157.52 |
| 2022-09-30 | $1.4M | 11k | 136.00 |
| 2022-06-30 | $1.5M | 11k | 144.95 |
| 2022-03-31 | $1.7M | 11k | 166.00 |
| 2021-12-31 | $2.1M | 13k | 167.95 |
| 2021-09-30 | $2.1M | 13k | 156.48 |
| 2021-06-30 | $2.1M | 13k | 158.58 |
| 2020-12-31 | $1.8M | 13k | 136.77 |
| 2020-09-30 | $1.5M | 13k | 118.14 |
| 2016-09-30 | $16k | 150 | 106.67 |
| 2016-06-30 | $15k | 150 | 100.00 |
| 2016-03-31 | $15k | 150 | 100.00 |
| 2015-12-31 | $15k | 150 | 100.00 |
More positions owned by Loring Wolcott Coolidge Fa
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