iShares Russell 1000 Value Index shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $988k | 5.2k | 189.80 |
| 2024-06-30 | $908k | 5.2k | 174.47 |
| 2024-03-31 | $1.1M | 6.0k | 179.10 |
| 2023-12-31 | $997k | 6.0k | 165.24 |
| 2023-09-30 | $932k | 6.1k | 151.81 |
| 2023-06-30 | $984k | 6.2k | 157.82 |
| 2023-03-31 | $961k | 6.3k | 152.25 |
| 2022-12-31 | $959k | 6.3k | 151.64 |
| 2022-09-30 | $860k | 6.3k | 136.01 |
| 2022-06-30 | $917k | 6.3k | 144.91 |
| 2022-03-31 | $1.1M | 6.6k | 166.03 |
| 2021-12-31 | $1.1M | 6.8k | 167.93 |
| 2021-09-30 | $1.1M | 7.2k | 156.52 |
| 2021-06-30 | $1.1M | 7.2k | 158.62 |
| 2021-03-31 | $1.1M | 7.3k | 151.52 |
| 2020-12-31 | $1.2M | 8.8k | 136.75 |
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