iShares Russell 1000 Value Index shares owned by Avalon Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 558 | 203.69 |
| 2025-06-30 | $108k | 558 | 194.32 |
| 2025-03-31 | $105k | 558 | 188.25 |
| 2024-12-31 | $103k | 558 | 185.22 |
| 2024-09-30 | $106k | 558 | 189.89 |
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