iShares Russell 1000 Value Index shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Rocky Mountain Advisers 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 Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $66k | 370 | 179.11 |
| 2023-12-31 | $61k | 370 | 165.25 |
| 2023-09-30 | $56k | 370 | 151.82 |
| 2023-06-30 | $56k | 370 | 152.26 |
| 2023-03-31 | $56k | 370 | 151.35 |
| 2022-12-31 | $56k | 370 | 151.35 |
| 2022-09-30 | $50k | 370 | 135.14 |
| 2022-06-30 | $54k | 370 | 145.95 |
| 2022-03-31 | $61k | 370 | 164.86 |
| 2021-12-31 | $62k | 370 | 167.57 |
| 2021-09-30 | $58k | 370 | 156.76 |
| 2021-06-30 | $59k | 370 | 159.46 |
| 2021-03-31 | $56k | 370 | 151.35 |
| 2020-12-31 | $51k | 370 | 137.84 |
| 2020-09-30 | $44k | 370 | 118.92 |
| 2020-06-30 | $42k | 370 | 113.51 |
| 2020-03-31 | $37k | 370 | 100.00 |
| 2019-12-31 | $51k | 370 | 137.84 |
| 2019-09-30 | $47k | 370 | 127.03 |
| 2019-06-30 | $47k | 370 | 127.03 |
| 2019-03-31 | $46k | 370 | 124.32 |
| 2018-12-31 | $41k | 370 | 110.81 |
| 2018-09-30 | $92k | 730 | 126.03 |
| 2018-06-30 | $89k | 730 | 121.92 |
| 2018-03-31 | $88k | 730 | 120.55 |
| 2017-12-31 | $45k | 360 | 125.00 |
| 2017-09-30 | $43k | 360 | 119.44 |
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