iShares Russell 3000 Value Index shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 37k | 84.33 |
| 2023-09-30 | $2.7M | 36k | 74.62 |
| 2023-06-30 | $2.9M | 37k | 78.26 |
| 2023-03-31 | $2.8M | 38k | 73.78 |
| 2022-12-31 | $2.4M | 34k | 70.63 |
| 2022-09-30 | $2.1M | 34k | 62.61 |
| 2022-06-30 | $2.2M | 33k | 66.88 |
| 2022-03-31 | $1.3M | 18k | 75.85 |
| 2021-12-31 | $1.1M | 14k | 76.37 |
| 2021-09-30 | $1.0M | 14k | 70.85 |
| 2021-06-30 | $1.1M | 15k | 71.96 |
| 2021-03-31 | $1.1M | 16k | 68.91 |
| 2020-12-31 | $1.0M | 16k | 62.19 |
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