iShares Russell 1000 Value Index shares owned by PDS Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning 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 PDS Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by PDS Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $278k | 1.6k | 179.09 |
2023-12-31 | $256k | 1.5k | 165.28 |
2023-09-30 | $234k | 1.5k | 151.82 |
2023-06-30 | $243k | 1.5k | 157.83 |
2023-03-31 | $315k | 2.1k | 152.24 |
2022-12-31 | $313k | 2.1k | 151.63 |
2022-09-30 | $280k | 2.1k | 136.25 |
2022-06-30 | $298k | 2.1k | 145.01 |
2022-03-31 | $372k | 2.2k | 165.85 |
2021-12-31 | $310k | 1.8k | 168.02 |
2021-09-30 | $288k | 1.8k | 156.52 |
2021-06-30 | $287k | 1.8k | 158.39 |
2021-03-31 | $274k | 1.8k | 151.55 |
2020-12-31 | $247k | 1.8k | 136.62 |
2020-09-30 | $267k | 2.3k | 117.93 |
2020-06-30 | $203k | 1.8k | 112.65 |
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