iShares Russell 1000 Value Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $237k | 1.3k | 189.80 |
| 2024-06-30 | $218k | 1.3k | 174.47 |
| 2024-03-31 | $224k | 1.3k | 179.11 |
| 2023-12-31 | $207k | 1.3k | 165.25 |
| 2023-09-30 | $190k | 1.3k | 151.82 |
| 2023-06-30 | $197k | 1.3k | 157.83 |
| 2023-03-31 | $190k | 1.3k | 152.26 |
| 2022-12-31 | $190k | 1.3k | 151.65 |
| 2022-09-30 | $170k | 1.3k | 136.00 |
| 2022-06-30 | $181k | 1.3k | 144.80 |
| 2022-03-31 | $260k | 1.6k | 166.03 |
| 2021-12-31 | $210k | 1.3k | 168.00 |
| 2021-09-30 | $196k | 1.3k | 156.80 |
| 2021-06-30 | $198k | 1.3k | 158.40 |
| 2020-12-31 | $171k | 1.3k | 136.80 |
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