iShares Russell 1000 Value Index shares owned by Allen Mooney & Barnes Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Allen Mooney & Barnes Investment Advisors
from 13F filings
Historical chart of Allen Mooney & Barnes Investment Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Allen Mooney & Barnes Investment 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 Allen Mooney & Barnes Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $204k | 971 | 210.42 |
| 2024-06-30 | $305k | 1.7k | 174.47 |
| 2024-03-31 | $305k | 1.7k | 174.52 |
| 2023-12-31 | $289k | 1.7k | 165.25 |
| 2023-06-30 | $287k | 1.8k | 157.89 |
| 2023-03-31 | $277k | 1.8k | 152.30 |
| 2022-12-31 | $275k | 1.8k | 151.66 |
| 2022-09-30 | $247k | 1.8k | 135.97 |
| 2022-06-30 | $263k | 1.8k | 144.99 |
| 2022-03-31 | $301k | 1.8k | 166.07 |
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