iShares Russell 1000 Value Index shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Affinity Capital 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 Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 18k | 179.11 |
| 2023-12-31 | $2.9M | 18k | 165.25 |
| 2023-09-30 | $2.7M | 18k | 151.82 |
| 2023-06-30 | $2.9M | 18k | 157.83 |
| 2023-03-31 | $2.5M | 17k | 152.26 |
| 2022-12-31 | $2.6M | 17k | 151.65 |
| 2022-09-30 | $2.4M | 17k | 135.98 |
| 2022-06-30 | $2.5M | 17k | 145.00 |
| 2022-03-31 | $2.9M | 18k | 165.99 |
| 2021-12-31 | $2.9M | 17k | 167.92 |
| 2021-09-30 | $2.7M | 17k | 156.52 |
| 2021-06-30 | $3.1M | 19k | 158.63 |
| 2021-03-31 | $3.0M | 20k | 151.57 |
| 2020-12-31 | $3.1M | 22k | 136.72 |
| 2020-09-30 | $3.4M | 29k | 118.14 |
| 2020-06-30 | $3.7M | 33k | 112.62 |
| 2020-03-31 | $3.6M | 33k | 108.93 |
| 2019-12-31 | $4.5M | 33k | 136.47 |
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