iShares Russell 1000 Value Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors 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 Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 25k | 189.80 |
| 2024-06-30 | $4.3M | 25k | 174.47 |
| 2024-03-31 | $4.3M | 24k | 179.11 |
| 2023-12-31 | $3.9M | 24k | 165.25 |
| 2023-09-30 | $4.1M | 27k | 151.82 |
| 2023-06-30 | $4.2M | 27k | 157.83 |
| 2023-03-31 | $4.1M | 27k | 152.26 |
| 2022-12-31 | $4.1M | 27k | 151.65 |
| 2022-09-30 | $3.7M | 28k | 135.99 |
| 2022-06-30 | $4.0M | 27k | 144.98 |
| 2022-03-31 | $4.4M | 26k | 165.98 |
| 2021-12-31 | $4.5M | 27k | 167.94 |
| 2021-09-30 | $4.3M | 27k | 156.53 |
| 2021-06-30 | $4.3M | 27k | 158.61 |
| 2021-03-31 | $4.1M | 27k | 151.54 |
| 2020-12-31 | $3.7M | 27k | 136.74 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index