iShares Russell 1000 Value Index shares owned by Phocas Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial 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 Phocas Financial 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 Phocas Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $250k | 1.4k | 179.11 |
2023-12-31 | $231k | 1.4k | 165.25 |
2023-09-30 | $1.3M | 8.5k | 151.82 |
2023-06-30 | $1.2M | 7.9k | 157.83 |
2023-03-31 | $1.0M | 6.6k | 152.26 |
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