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iShares Russell 1000 Value Index shares owned by Aaron Wealth Advisors

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

Historical chart of Aaron Wealth Advisors 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 Aaron 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 Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 9.6k 179.11
2023-12-31 $1.6M 9.6k 165.25
2023-09-30 $1.5M 9.7k 151.82
2023-06-30 $1.5M 9.7k 157.83
2023-03-31 $1.5M 9.7k 152.26
2022-12-31 $1.5M 10k 151.65
2022-09-30 $477k 3.5k 135.86
2022-06-30 $584k 4.0k 144.84
2022-03-31 $970k 161k 6.02