iShares Russell 1000 Value Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 57k | 189.80 |
| 2024-06-30 | $2.9M | 17k | 174.48 |
| 2024-03-31 | $3.2M | 18k | 179.11 |
| 2023-09-30 | $390k | 2.6k | 151.82 |
| 2023-06-30 | $488k | 3.1k | 157.83 |
| 2023-03-31 | $523k | 3.4k | 152.26 |
| 2022-12-31 | $627k | 4.1k | 151.65 |
| 2022-09-30 | $596k | 4.4k | 136.01 |
| 2022-06-30 | $534k | 3.7k | 144.95 |
| 2022-03-31 | $557k | 3.4k | 166.07 |
| 2021-12-31 | $581k | 3.5k | 167.92 |
| 2021-09-30 | $536k | 3.4k | 156.63 |
| 2021-06-30 | $569k | 3.6k | 158.58 |
| 2021-03-31 | $468k | 3.1k | 151.51 |
| 2020-12-31 | $26k | 192 | 135.42 |
| 2020-09-30 | $43k | 370 | 116.22 |
| 2020-06-30 | $157k | 1.4k | 112.38 |
| 2020-03-31 | $188k | 1.9k | 99.16 |
| 2019-12-31 | $258k | 1.9k | 136.08 |
| 2019-09-30 | $231k | 1.8k | 127.84 |
| 2019-06-30 | $229k | 1.8k | 126.73 |
| 2019-03-31 | $223k | 1.8k | 123.41 |
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