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iShares Russell 1000 Value Index shares owned by Pathway Financial Advisors

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

Historical chart of Pathway Financial 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 Pathway Financial 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 Pathway Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 15k 179.11
2023-12-31 $2.5M 15k 165.25
2023-09-30 $2.2M 15k 151.82
2023-06-30 $2.3M 15k 157.83
2023-03-31 $2.2M 15k 152.26
2022-12-31 $2.2M 15k 151.65
2022-09-30 $2.0M 15k 136.02
2022-06-30 $2.1M 15k 144.97
2022-03-31 $2.4M 15k 165.96
2021-12-31 $2.4M 15k 163.96
2021-03-31 $2.3M 15k 159.00
2020-12-31 $2.1M 15k 143.55
2020-09-30 $2.0M 17k 118.43
2020-06-30 $2.1M 19k 112.59
2020-03-31 $1.8M 19k 95.27
2019-12-31 $2.6M 19k 137.91
2019-09-30 $2.6M 20k 133.13
2019-06-30 $2.5M 20k 127.22
2019-03-31 $2.4M 20k 123.50
2018-12-31 $2.1M 19k 111.05
2018-09-30 $2.1M 19k 113.93
2018-06-30 $2.0M 16k 121.36
2018-03-31 $2.0M 16k 119.95
2017-12-31 $2.0M 16k 124.36