iShares Russell 1000 Value Index shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19k | 108 | 179.11 |
| 2023-12-31 | $21k | 126 | 165.25 |
| 2023-09-30 | $16k | 108 | 151.82 |
| 2023-06-30 | $17k | 108 | 157.83 |
| 2023-03-31 | $16k | 108 | 152.26 |
| 2022-12-31 | $16k | 108 | 151.65 |
| 2022-09-30 | $15k | 108 | 138.89 |
| 2022-06-30 | $16k | 108 | 148.15 |
| 2022-03-31 | $18k | 108 | 166.67 |
| 2021-12-31 | $22k | 131 | 167.94 |
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