iShares Russell 1000 Value Index shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $641k | 3.0k | 210.34 |
| 2025-09-30 | $212k | 1.0k | 203.60 |
| 2025-06-30 | $202k | 1.0k | 194.25 |
| 2015-09-30 | $9.0k | 100 | 90.00 |
| 2015-06-30 | $10k | 100 | 100.00 |
| 2015-03-31 | $10k | 100 | 100.00 |
| 2014-12-31 | $12k | 117 | 102.56 |
| 2014-09-30 | $7.0k | 70 | 100.00 |
| 2014-03-31 | $20k | 211 | 94.79 |
| 2013-12-31 | $20k | 211 | 94.79 |
More positions owned by Baltimore-Washington Financial Advisors
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