iShares Russell 1000 Value Index shares owned by Waterfront Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $551k | 3.3k | 165.25 |
2023-09-30 | $488k | 3.3k | 146.36 |
2023-06-30 | $544k | 3.3k | 163.18 |
2023-03-31 | $508k | 3.3k | 152.26 |
2022-12-31 | $530k | 3.3k | 158.81 |
2022-09-30 | $496k | 3.3k | 148.77 |
2022-06-30 | $483k | 3.3k | 144.87 |
2022-03-31 | $555k | 3.3k | 166.47 |
2021-12-31 | $593k | 3.5k | 168.04 |
2021-09-30 | $522k | 3.3k | 156.57 |
2021-06-30 | $529k | 3.3k | 158.67 |
2021-03-31 | $510k | 3.3k | 152.97 |
2020-12-31 | $456k | 3.3k | 136.77 |
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