iShares Russell 1000 Value Index shares owned by Ascent Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Ascent Group
from 13F filings
Historical chart of Ascent Group 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 Ascent Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 80k | 203.59 |
| 2025-06-30 | $23M | 118k | 194.23 |
| 2025-03-31 | $24M | 127k | 188.16 |
| 2024-12-31 | $791k | 4.3k | 185.13 |
| 2024-09-30 | $2.2M | 12k | 189.80 |
| 2024-06-30 | $2.6M | 15k | 174.47 |
| 2024-03-31 | $215k | 1.2k | 179.06 |
| 2023-06-30 | $203k | 1.3k | 161.08 |
| 2023-03-31 | $225k | 1.5k | 152.25 |
| 2022-12-31 | $228k | 1.5k | 151.64 |
| 2022-09-30 | $225k | 1.5k | 149.50 |
| 2022-06-30 | $233k | 1.5k | 154.82 |
| 2022-03-31 | $250k | 1.5k | 166.11 |
| 2021-12-31 | $312k | 1.9k | 161.49 |
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