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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
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