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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Bristlecone Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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