iShares Russell 1000 Value Index shares owned by Affiance Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Affiance Financial
from 13F filings
Historical chart of Affiance Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Affiance Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 10k | 185.13 |
| 2024-09-30 | $2.0M | 10k | 189.80 |
| 2024-06-30 | $1.8M | 10k | 174.47 |
| 2024-03-31 | $1.9M | 10k | 179.11 |
| 2023-12-31 | $1.7M | 10k | 165.25 |
| 2023-09-30 | $1.9M | 13k | 151.82 |
| 2023-06-30 | $2.8M | 18k | 157.83 |
| 2023-03-31 | $2.9M | 19k | 152.26 |
| 2022-12-31 | $23M | 154k | 151.65 |
| 2022-09-30 | $22M | 163k | 135.99 |
| 2022-06-30 | $23M | 156k | 144.97 |
| 2022-03-31 | $14M | 83k | 165.98 |
| 2021-12-31 | $13M | 80k | 167.93 |
| 2021-09-30 | $12M | 78k | 156.50 |
| 2021-06-30 | $12M | 75k | 158.62 |
| 2021-03-31 | $10M | 68k | 151.55 |
| 2020-12-31 | $87k | 638 | 136.36 |
| 2020-09-30 | $75k | 638 | 117.55 |
| 2020-06-30 | $72k | 638 | 112.85 |
| 2020-03-31 | $63k | 638 | 98.75 |
| 2019-12-31 | $87k | 638 | 136.36 |
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