iShares Russell 1000 Value Index shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by 180 Wealth Advisors 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 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $241k | 1.3k | 179.05 |
| 2023-12-31 | $223k | 1.3k | 165.78 |
| 2023-09-30 | $209k | 1.4k | 151.82 |
| 2023-06-30 | $219k | 1.4k | 158.42 |
| 2023-03-31 | $210k | 1.4k | 152.26 |
| 2022-12-31 | $222k | 1.4k | 158.93 |
| 2022-06-30 | $203k | 1.4k | 146.46 |
| 2022-03-31 | $232k | 1.4k | 167.39 |
| 2021-12-31 | $224k | 1.4k | 161.62 |
| 2021-09-30 | $235k | 1.4k | 162.52 |
| 2021-06-30 | $235k | 1.4k | 162.29 |
| 2021-03-31 | $226k | 1.4k | 159.72 |
| 2019-12-31 | $210k | 1.5k | 137.25 |
| 2018-12-31 | $216k | 1.7k | 126.46 |
| 2018-09-30 | $216k | 1.7k | 126.46 |
| 2018-06-30 | $212k | 1.7k | 121.42 |
| 2018-03-31 | $208k | 1.7k | 119.27 |
| 2017-12-31 | $259k | 2.1k | 124.52 |
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