iShares Russell 1000 Value Index shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group 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 Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 7.3k | 179.11 |
| 2023-12-31 | $1.2M | 7.6k | 165.25 |
| 2023-09-30 | $1.1M | 7.0k | 151.82 |
| 2023-06-30 | $1.1M | 7.1k | 157.83 |
| 2023-03-31 | $1.1M | 6.9k | 152.26 |
| 2022-12-31 | $8.3M | 55k | 151.66 |
| 2022-09-30 | $7.4M | 55k | 135.99 |
| 2022-06-30 | $7.6M | 53k | 144.97 |
| 2022-03-31 | $7.7M | 46k | 165.98 |
| 2021-12-31 | $7.7M | 46k | 167.93 |
| 2021-09-30 | $7.3M | 47k | 156.50 |
| 2021-06-30 | $7.6M | 48k | 158.60 |
| 2021-03-31 | $6.7M | 44k | 151.53 |
| 2020-12-31 | $3.8M | 28k | 136.71 |
| 2020-09-30 | $2.3M | 20k | 118.11 |
| 2020-06-30 | $2.2M | 20k | 112.59 |
| 2020-03-31 | $1.6M | 16k | 99.17 |
| 2019-12-31 | $2.1M | 15k | 136.45 |
| 2019-09-30 | $1.8M | 14k | 128.27 |
| 2019-06-30 | $2.0M | 16k | 127.20 |
| 2019-03-31 | $1.7M | 14k | 123.50 |
| 2018-12-31 | $1.7M | 16k | 111.09 |
| 2018-09-30 | $1.8M | 14k | 126.67 |
| 2018-06-30 | $2.1M | 17k | 121.40 |
| 2018-03-31 | $2.1M | 17k | 119.99 |
| 2017-12-31 | $2.2M | 18k | 124.32 |
| 2017-09-30 | $1.5M | 12k | 118.51 |
| 2017-06-30 | $1.4M | 12k | 116.45 |
| 2017-03-31 | $1.3M | 12k | 114.95 |
| 2016-12-31 | $1.3M | 12k | 112.05 |
| 2016-09-30 | $1.7M | 16k | 105.63 |
| 2016-06-30 | $1.7M | 17k | 103.22 |
| 2016-03-31 | $370k | 3.7k | 98.89 |
| 2015-12-31 | $366k | 3.7k | 97.77 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index