iShares Russell 1000 Value Index shares owned by Beirne Wealth Consulting Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Beirne Wealth Consulting Services
from 13F filings
Historical chart of Beirne Wealth Consulting Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Beirne Wealth Consulting Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 175k | 189.82 |
| 2024-06-30 | $26M | 150k | 174.49 |
| 2024-03-31 | $25M | 141k | 179.13 |
| 2023-12-31 | $17M | 102k | 165.28 |
| 2023-09-30 | $5.8M | 37k | 157.91 |
| 2023-06-30 | $5.8M | 37k | 157.91 |
| 2023-03-31 | $15M | 97k | 152.29 |
| 2022-12-31 | $15M | 97k | 151.68 |
| 2022-09-30 | $68M | 501k | 136.00 |
| 2022-06-30 | $15M | 102k | 144.98 |
| 2022-03-31 | $14M | 87k | 165.76 |
| 2021-12-31 | $15M | 86k | 168.13 |
| 2021-09-30 | $12M | 77k | 156.55 |
| 2021-06-30 | $12M | 76k | 158.65 |
| 2021-03-31 | $13M | 83k | 151.55 |
| 2020-12-31 | $12M | 85k | 136.73 |
| 2020-09-30 | $8.1M | 69k | 118.13 |
| 2020-06-30 | $7.8M | 69k | 112.63 |
| 2020-03-31 | $595k | 6.0k | 99.25 |
| 2019-12-31 | $817k | 6.0k | 136.39 |
| 2019-09-30 | $846k | 6.6k | 128.22 |
| 2019-06-30 | $835k | 6.6k | 127.23 |
| 2019-03-31 | $846k | 6.9k | 123.47 |
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