iShares Russell 1000 Value Index shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $193M | 1.0M | 189.80 |
| 2024-06-30 | $176M | 1.0M | 174.47 |
| 2024-03-31 | $177M | 990k | 179.11 |
| 2023-09-30 | $148M | 972k | 151.82 |
| 2022-12-31 | $97M | 615k | 157.71 |
| 2022-09-30 | $80M | 553k | 144.76 |
| 2022-06-30 | $72M | 484k | 149.12 |
| 2022-03-31 | $82M | 489k | 168.41 |
| 2021-12-31 | $67M | 417k | 161.35 |
| 2021-09-30 | $60M | 363k | 165.21 |
| 2021-06-30 | $49M | 304k | 160.13 |
| 2021-03-31 | $39M | 250k | 156.83 |
| 2020-12-31 | $39M | 275k | 140.27 |
| 2020-09-30 | $22M | 179k | 123.37 |
| 2020-06-30 | $20M | 167k | 118.57 |
| 2020-03-31 | $23M | 213k | 106.88 |
| 2019-12-31 | $25M | 180k | 135.96 |
| 2019-09-30 | $17M | 128k | 129.30 |
| 2019-06-30 | $17M | 135k | 128.11 |
| 2019-03-31 | $19M | 154k | 125.45 |
| 2018-12-31 | $20M | 167k | 117.75 |
| 2018-09-30 | $11M | 95k | 120.35 |
| 2018-06-30 | $11M | 89k | 123.33 |
| 2018-03-31 | $10M | 83k | 121.99 |
| 2017-12-31 | $9.9M | 76k | 130.35 |
| 2017-09-30 | $7.3M | 61k | 119.34 |
| 2017-06-30 | $7.0M | 60k | 116.58 |
| 2017-03-31 | $7.6M | 66k | 115.27 |
| 2016-12-31 | $12M | 110k | 112.81 |
| 2016-09-30 | $3.3M | 32k | 105.42 |
| 2016-06-30 | $2.9M | 27k | 106.11 |
| 2016-03-31 | $2.7M | 27k | 99.94 |
| 2015-12-31 | $2.3M | 25k | 91.97 |
| 2015-09-30 | $2.1M | 22k | 93.29 |
| 2015-06-30 | $4.7M | 46k | 103.15 |
| 2015-03-31 | $2.3M | 23k | 103.11 |
| 2014-12-31 | $4.5M | 43k | 104.37 |
| 2014-09-30 | $1.8M | 18k | 100.10 |
| 2014-06-30 | $2.8M | 28k | 101.28 |
| 2014-03-31 | $2.7M | 28k | 96.49 |
| 2013-12-31 | $2.6M | 28k | 94.19 |
| 2013-09-30 | $29M | 332k | 86.20 |
| 2013-06-30 | $28M | 331k | 83.79 |
| 2012-12-31 | $23M | 319k | 72.82 |
| 2012-09-30 | $23M | 319k | 72.18 |
| 2012-06-30 | $19M | 273k | 68.22 |
| 2012-03-31 | $29k | 419 | 69.21 |
| 2011-12-31 | $6.5M | 103k | 63.48 |
| 2011-09-30 | $4.9M | 87k | 56.59 |
| 2011-06-30 | $5.0M | 73k | 68.29 |
| 2011-03-31 | $39k | 565 | 69.03 |
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