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iShares Russell 1000 Value Index shares owned by XML Financial

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by XML Financial from 13F filings

Historical chart of XML Financial 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 XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.8M 64k 151.82
2023-06-30 $9.8M 63k 157.40
2023-03-31 $9.4M 62k 152.63
2022-12-31 $9.4M 62k 151.65
2022-09-30 $8.3M 61k 135.99
2022-06-30 $8.6M 59k 144.97
2022-03-31 $9.5M 58k 165.99
2021-12-31 $9.3M 55k 167.93
2021-09-30 $8.4M 54k 156.53
2021-06-30 $8.3M 52k 158.63
2021-03-31 $7.4M 49k 151.54
2020-12-31 $6.5M 47k 136.73
2020-09-30 $5.2M 44k 118.13
2020-06-30 $4.9M 44k 112.63
2020-03-31 $4.4M 44k 99.17
2019-12-31 $6.1M 45k 136.47