iShares Russell 1000 Value Index shares owned by American Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by American Trust
from 13F filings
Historical chart of American Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by American Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 10k | 203.59 |
| 2025-06-30 | $2.6M | 14k | 194.23 |
| 2025-03-31 | $5.3M | 28k | 188.16 |
| 2024-12-31 | $2.7M | 14k | 185.13 |
| 2024-09-30 | $368k | 1.9k | 189.80 |
| 2024-06-30 | $734k | 4.2k | 174.47 |
| 2024-03-31 | $383k | 2.1k | 179.13 |
| 2023-12-31 | $467k | 2.8k | 165.25 |
| 2023-09-30 | $364k | 2.4k | 151.82 |
| 2023-06-30 | $502k | 3.2k | 157.83 |
| 2023-03-31 | $645k | 4.2k | 152.26 |
| 2022-12-31 | $678k | 4.5k | 151.58 |
| 2022-09-30 | $564k | 4.1k | 136.05 |
| 2022-06-30 | $853k | 5.9k | 145.10 |
| 2022-03-31 | $603k | 3.6k | 165.71 |
| 2021-12-31 | $961k | 5.7k | 168.00 |
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