iShares Russell 1000 Value Index shares owned by R. M. Davis
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by R. M. Davis
from 13F filings
Historical chart of R. M. Davis investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by R. M. Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $300k | 1.8k | 165.25 |
| 2023-09-30 | $284k | 1.9k | 151.79 |
| 2023-06-30 | $311k | 2.0k | 157.79 |
| 2023-03-31 | $230k | 1.5k | 152.12 |
| 2022-12-31 | $264k | 1.7k | 151.38 |
| 2022-06-30 | $286k | 2.0k | 144.81 |
| 2022-03-31 | $334k | 2.0k | 165.76 |
| 2021-12-31 | $351k | 2.1k | 168.02 |
| 2021-09-30 | $297k | 1.9k | 156.32 |
| 2021-06-30 | $300k | 1.9k | 158.81 |
| 2021-03-31 | $286k | 1.9k | 151.40 |
| 2020-12-31 | $282k | 2.1k | 136.63 |
| 2020-09-30 | $271k | 2.3k | 117.98 |
| 2020-06-30 | $411k | 3.7k | 112.60 |
| 2020-03-31 | $383k | 3.9k | 99.30 |
| 2019-12-31 | $518k | 3.8k | 136.42 |
| 2019-09-30 | $474k | 3.7k | 128.21 |
| 2019-06-30 | $317k | 2.5k | 127.05 |
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