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iShares Russell 1000 Value Index shares owned by Buckingham Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Buckingham Asset Management from 13F filings

Historical chart of Buckingham Asset Management 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 Buckingham Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Buckingham Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 98k 174.47
2024-03-31 $18M 100k 179.11
2023-12-31 $15M 91k 165.25
2023-09-30 $12M 79k 151.82
2023-06-30 $12M 76k 157.83
2023-03-31 $12M 78k 151.65
2022-12-31 $12M 78k 151.65
2022-09-30 $10M 76k 135.99
2022-06-30 $11M 75k 144.97
2022-03-31 $12M 71k 165.97
2021-12-31 $11M 68k 167.93
2021-09-30 $9.5M 61k 156.52
2021-06-30 $8.5M 54k 158.62
2021-03-31 $9.1M 60k 151.54
2020-12-31 $8.3M 61k 136.74
2020-09-30 $4.8M 41k 118.14
2020-06-30 $4.9M 44k 112.62
2020-03-31 $6.2M 63k 99.18
2019-12-31 $7.0M 51k 136.49
2019-09-30 $6.6M 52k 128.26
2019-06-30 $7.3M 57k 127.23
2019-03-31 $9.2M 74k 123.49
2018-12-31 $7.7M 69k 111.05
2018-09-30 $9.0M 71k 126.62
2018-06-30 $8.8M 72k 121.39
2018-03-31 $8.4M 70k 119.96
2017-12-31 $2.0M 16k 124.35
2017-09-30 $2.0M 17k 118.53
2017-06-30 $2.0M 17k 116.45
2017-03-31 $1.8M 15k 114.94
2016-12-31 $1.7M 16k 112.03
2016-09-30 $1.7M 16k 105.60
2016-06-30 $1.8M 18k 103.22
2016-03-31 $2.1M 21k 98.79
2015-12-31 $1.4M 14k 97.84
2015-09-30 $1.4M 15k 93.30
2015-06-30 $1.5M 15k 103.17
2015-03-31 $1.2M 11k 103.04
2014-12-31 $1.5M 15k 104.39
2014-09-30 $1.1M 11k 100.11
2014-06-30 $1.2M 11k 101.26
2014-03-31 $507k 5.3k 96.48
2013-12-31 $463k 4.9k 94.16
2013-09-30 $424k 4.9k 86.23
2013-06-30 $395k 4.7k 83.76
2012-09-30 $274k 3.8k 72.26
2012-06-30 $312k 4.6k 68.20
2012-03-31 $213k 3.0k 70.23
2011-12-31 $212k 3.3k 63.47