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iShares Russell 1000 Value Index shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2023-12-31 $57M 343k 165.25
2023-09-30 $27M 179k 151.82
2023-06-30 $26M 168k 157.83
2023-03-31 $25M 163k 152.26
2022-12-31 $27M 177k 151.65
2022-09-30 $21M 153k 135.99
2022-06-30 $22M 149k 144.97
2022-03-31 $25M 148k 165.98
2021-12-31 $28M 167k 167.93
2021-09-30 $22M 142k 156.51