iShares Russell 1000 Value Index shares owned by Atwood & Palmer
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Atwood & Palmer
from 13F filings
Historical chart of Atwood & Palmer 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 Atwood & Palmer consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Atwood & Palmer
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $221k | 1.2k | 179.11 |
2023-12-31 | $204k | 1.2k | 165.25 |
2023-09-30 | $187k | 1.2k | 151.82 |
2023-06-30 | $195k | 1.2k | 157.83 |
2023-03-31 | $188k | 1.2k | 152.26 |
2022-12-31 | $187k | 1.2k | 151.65 |
2022-06-30 | $36k | 250 | 144.00 |
2022-03-31 | $41k | 250 | 164.00 |
2021-12-31 | $42k | 250 | 168.00 |
2021-09-30 | $39k | 250 | 156.00 |
2021-06-30 | $40k | 250 | 160.00 |
2017-03-31 | $386k | 3.4k | 114.98 |
2015-06-30 | $28k | 269 | 104.09 |
2015-03-31 | $28k | 269 | 104.09 |
2014-12-31 | $29k | 269 | 107.81 |
2014-09-30 | $27k | 269 | 100.37 |
2014-06-30 | $7.0k | 74 | 94.59 |
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