iShares Russell 1000 Value Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $957k | 4.7k | 203.59 |
| 2025-06-30 | $913k | 4.7k | 194.23 |
| 2025-03-31 | $902k | 4.8k | 188.16 |
| 2024-12-31 | $886k | 4.8k | 185.13 |
| 2024-09-30 | $902k | 4.8k | 189.80 |
| 2024-06-30 | $786k | 4.5k | 174.47 |
| 2024-03-31 | $807k | 4.5k | 179.11 |
| 2023-12-31 | $746k | 4.5k | 165.25 |
| 2023-09-30 | $685k | 4.5k | 151.82 |
| 2023-06-30 | $712k | 4.5k | 157.83 |
| 2023-03-31 | $687k | 4.5k | 152.26 |
| 2022-12-31 | $681k | 4.5k | 151.65 |
| 2022-09-30 | $594k | 4.4k | 136.05 |
| 2022-06-30 | $626k | 4.3k | 145.01 |
| 2022-03-31 | $717k | 4.3k | 166.09 |
| 2021-12-31 | $725k | 4.3k | 167.94 |
| 2021-09-30 | $676k | 4.3k | 156.59 |
| 2021-06-30 | $685k | 4.3k | 158.68 |
| 2021-03-31 | $654k | 4.3k | 151.49 |
| 2020-12-31 | $563k | 4.1k | 136.58 |
| 2020-09-30 | $486k | 4.1k | 117.90 |
| 2020-06-30 | $464k | 4.1k | 112.57 |
| 2020-03-31 | $433k | 4.4k | 99.13 |
| 2019-12-31 | $34k | 246 | 138.21 |
| 2019-09-30 | $32k | 246 | 130.08 |
| 2019-06-30 | $25k | 200 | 125.00 |
| 2019-03-31 | $72k | 589 | 122.24 |
| 2018-12-31 | $58k | 528 | 109.85 |
| 2018-09-30 | $74k | 586 | 126.28 |
| 2018-06-30 | $26k | 219 | 118.72 |
| 2018-03-31 | $26k | 219 | 118.72 |
| 2017-12-31 | $27k | 219 | 123.29 |
| 2017-09-30 | $26k | 219 | 118.72 |
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