iShares Russell 1000 Value Index shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors 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 Ballew Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $682k | 3.6k | 189.90 |
| 2024-06-30 | $644k | 3.6k | 179.33 |
| 2024-03-31 | $650k | 3.7k | 174.78 |
| 2023-12-31 | $608k | 3.7k | 162.93 |
| 2023-09-30 | $555k | 3.7k | 148.78 |
| 2023-06-30 | $593k | 3.7k | 158.86 |
| 2023-03-31 | $580k | 3.7k | 155.30 |
| 2022-12-31 | $629k | 4.0k | 158.02 |
| 2022-09-30 | $563k | 4.1k | 137.96 |
| 2022-06-30 | $554k | 3.9k | 143.08 |
| 2022-03-31 | $649k | 3.9k | 166.20 |
| 2021-12-31 | $662k | 3.9k | 169.57 |
| 2021-09-30 | $603k | 3.8k | 160.50 |
| 2021-06-30 | $598k | 3.8k | 159.17 |
| 2021-03-31 | $1.1M | 7.5k | 152.78 |
| 2020-12-31 | $529k | 3.8k | 140.80 |
| 2020-09-30 | $373k | 3.1k | 120.67 |
| 2020-06-30 | $394k | 3.5k | 112.64 |
| 2020-03-31 | $347k | 3.5k | 99.26 |
| 2019-12-31 | $474k | 3.5k | 136.68 |
| 2019-09-30 | $429k | 3.5k | 123.81 |
| 2019-06-30 | $397k | 3.1k | 129.44 |
| 2019-03-31 | $390k | 3.1k | 127.16 |
| 2018-12-31 | $367k | 3.1k | 119.66 |
| 2018-09-30 | $360k | 3.1k | 117.38 |
| 2018-06-30 | $384k | 3.2k | 121.25 |
| 2018-03-31 | $368k | 3.1k | 119.99 |
| 2017-12-31 | $386k | 3.1k | 124.36 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index