iShares Russell 1000 Value Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $596k | 3.1k | 189.80 |
| 2024-06-30 | $660k | 3.8k | 174.47 |
| 2024-03-31 | $664k | 3.7k | 179.11 |
| 2023-12-31 | $612k | 3.7k | 165.25 |
| 2023-09-30 | $563k | 3.7k | 151.82 |
| 2023-06-30 | $610k | 3.9k | 157.83 |
| 2023-03-31 | $589k | 3.9k | 152.26 |
| 2022-12-31 | $586k | 3.9k | 151.65 |
| 2022-09-30 | $526k | 3.9k | 136.09 |
| 2022-06-30 | $561k | 3.9k | 144.92 |
| 2022-03-31 | $740k | 4.5k | 166.07 |
| 2021-12-31 | $748k | 4.5k | 167.86 |
| 2021-09-30 | $697k | 4.5k | 156.42 |
| 2021-06-30 | $706k | 4.5k | 158.65 |
| 2021-03-31 | $674k | 4.5k | 151.46 |
| 2020-12-31 | $608k | 4.5k | 136.63 |
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