iShares Russell 1000 Value Index shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 14k | 185.11 |
| 2024-09-30 | $16M | 85k | 189.80 |
| 2024-06-30 | $2.9M | 17k | 174.47 |
| 2024-03-31 | $16M | 87k | 179.11 |
| 2023-12-31 | $2.7M | 16k | 165.25 |
| 2023-09-30 | $584k | 3.8k | 151.82 |
| 2023-06-30 | $542k | 3.4k | 157.83 |
| 2023-03-31 | $525k | 3.5k | 152.26 |
| 2022-12-31 | $565k | 3.6k | 157.29 |
| 2022-09-30 | $449k | 3.3k | 135.90 |
| 2022-06-30 | $433k | 3.0k | 144.82 |
| 2022-03-31 | $465k | 2.8k | 165.83 |
| 2021-12-31 | $541k | 3.2k | 168.01 |
| 2021-09-30 | $489k | 3.1k | 156.53 |
| 2021-06-30 | $496k | 3.1k | 158.77 |
| 2021-03-31 | $473k | 3.1k | 151.41 |
| 2020-12-31 | $412k | 3.0k | 136.65 |
| 2020-09-30 | $537k | 4.6k | 118.02 |
| 2020-06-30 | $551k | 4.9k | 112.68 |
| 2019-06-30 | $3.1M | 25k | 127.21 |
| 2019-03-31 | $3.2M | 26k | 123.48 |
| 2018-09-30 | $4.2M | 33k | 126.62 |
| 2018-06-30 | $4.4M | 36k | 121.37 |
| 2018-03-31 | $120k | 1.0k | 119.88 |
Top funds holding iShares Russell 1000 Value Index
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