iShares Russell 1000 Value Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 65k | 165.25 |
| 2023-09-30 | $10M | 66k | 152.81 |
| 2023-06-30 | $9.9M | 63k | 157.83 |
| 2023-03-31 | $9.4M | 62k | 152.26 |
| 2022-12-31 | $9.3M | 62k | 151.65 |
| 2022-09-30 | $7.0M | 52k | 136.00 |
| 2022-06-30 | $7.8M | 54k | 144.97 |
| 2022-03-31 | $8.2M | 49k | 165.97 |
| 2021-12-31 | $8.6M | 51k | 167.94 |
| 2021-09-30 | $9.6M | 61k | 156.51 |
| 2021-06-30 | $8.3M | 53k | 158.63 |
| 2021-03-31 | $7.2M | 48k | 151.55 |
| 2020-12-31 | $4.5M | 33k | 136.74 |
| 2020-09-30 | $2.8M | 24k | 118.14 |
| 2020-06-30 | $2.6M | 23k | 112.61 |
| 2020-03-31 | $2.0M | 21k | 99.18 |
| 2019-12-31 | $1.6M | 12k | 136.50 |
| 2019-09-30 | $1.4M | 11k | 128.23 |
| 2019-06-30 | $1.0M | 8.0k | 127.27 |
| 2019-03-31 | $926k | 7.5k | 123.55 |
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