iShares Russell 1000 Value Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 9.0k | 203.59 |
| 2025-06-30 | $1.7M | 9.0k | 194.23 |
| 2025-03-31 | $1.8M | 9.3k | 188.16 |
| 2024-12-31 | $436k | 2.4k | 185.13 |
| 2024-09-30 | $438k | 2.3k | 189.80 |
| 2024-06-30 | $378k | 2.2k | 174.47 |
| 2024-03-31 | $388k | 2.2k | 179.11 |
| 2023-12-31 | $362k | 2.2k | 165.70 |
| 2023-09-30 | $313k | 2.0k | 152.81 |
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