iShares Russell 1000 Value Index shares owned by PRW Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.2M | 15k | 145.09 |
| 2023-03-31 | $1.8M | 12k | 154.63 |
| 2022-09-30 | $1.4M | 10k | 135.99 |
| 2022-06-30 | $1.7M | 12k | 144.89 |
| 2022-03-31 | $4.6M | 28k | 166.01 |
| 2021-12-31 | $3.3M | 20k | 167.95 |
| 2021-09-30 | $2.5M | 16k | 156.51 |
| 2021-06-30 | $542k | 3.4k | 158.67 |
| 2021-03-31 | $3.5M | 23k | 151.54 |
| 2020-12-31 | $2.5M | 18k | 136.73 |
| 2020-09-30 | $1.8M | 16k | 118.10 |
| 2020-06-30 | $1.9M | 17k | 112.61 |
| 2020-03-31 | $1.1M | 12k | 99.20 |
| 2019-12-31 | $1.8M | 13k | 136.51 |
| 2019-09-30 | $1.5M | 12k | 128.24 |
| 2019-06-30 | $1.5M | 12k | 127.23 |
| 2019-03-31 | $1.5M | 12k | 123.45 |
| 2018-12-31 | $1.4M | 13k | 111.04 |
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