iShares Russell 1000 Value Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch Capital 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $171k | 956 | 179.11 |
| 2023-12-31 | $158k | 957 | 165.25 |
| 2023-09-30 | $161k | 1.1k | 151.82 |
| 2023-06-30 | $167k | 1.1k | 157.83 |
| 2023-03-31 | $161k | 1.1k | 152.26 |
| 2022-12-31 | $160k | 1.1k | 151.65 |
| 2022-09-30 | $144k | 1.1k | 136.23 |
| 2022-06-30 | $153k | 1.1k | 144.75 |
| 2022-03-31 | $175k | 1.1k | 165.56 |
| 2021-12-31 | $178k | 1.1k | 168.40 |
| 2021-09-30 | $165k | 1.1k | 156.10 |
| 2021-06-30 | $168k | 1.1k | 158.94 |
More positions owned by West Branch Capital
Home Depot (HD)
View all positions for West Branch Capital
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index