iShares Russell 1000 Value Index shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 2.9k | 203.59 |
| 2025-06-30 | $557k | 2.9k | 194.23 |
| 2025-03-31 | $657k | 3.5k | 188.16 |
| 2024-12-31 | $709k | 3.8k | 185.13 |
| 2024-09-30 | $744k | 3.9k | 189.80 |
| 2024-06-30 | $562k | 3.2k | 174.47 |
| 2024-03-31 | $577k | 3.2k | 179.11 |
| 2023-12-31 | $549k | 3.3k | 165.25 |
| 2023-09-30 | $504k | 3.3k | 151.82 |
| 2023-06-30 | $530k | 3.4k | 157.83 |
| 2023-03-31 | $511k | 3.4k | 152.26 |
| 2022-12-31 | $509k | 3.4k | 151.65 |
| 2022-09-30 | $350k | 2.6k | 135.98 |
| 2022-06-30 | $391k | 2.7k | 145.14 |
| 2022-03-31 | $472k | 2.8k | 165.96 |
| 2021-12-31 | $536k | 3.2k | 167.81 |
| 2021-09-30 | $243k | 1.6k | 156.47 |
| 2021-06-30 | $246k | 1.6k | 158.40 |
| 2020-09-30 | $139k | 1.2k | 118.10 |
| 2019-12-31 | $240k | 1.8k | 136.60 |
| 2019-06-30 | $224k | 1.8k | 127.49 |
| 2018-09-30 | $232k | 1.8k | 126.64 |
| 2018-06-30 | $231k | 1.9k | 121.13 |
| 2018-03-31 | $286k | 2.4k | 120.07 |
| 2017-12-31 | $278k | 2.2k | 124.55 |
| 2017-03-31 | $261k | 2.3k | 114.88 |
| 2016-12-31 | $255k | 2.3k | 112.24 |
| 2016-09-30 | $240k | 2.3k | 105.63 |
| 2016-06-30 | $235k | 2.3k | 103.43 |
| 2016-03-31 | $225k | 2.3k | 98.81 |
| 2015-12-31 | $750k | 7.7k | 97.89 |
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