iShares Russell 1000 Index shares owned by Relative Value Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.3M | 16k | 262.26 |
| 2023-09-30 | $3.5M | 15k | 234.90 |
| 2023-06-30 | $3.7M | 15k | 243.73 |
| 2023-03-31 | $3.4M | 15k | 225.22 |
| 2022-12-31 | $3.2M | 15k | 210.53 |
| 2022-09-30 | $3.5M | 18k | 197.52 |
| 2022-06-30 | $3.2M | 14k | 228.53 |
| 2022-03-31 | $2.4M | 9.6k | 250.08 |