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iShares Russell 1000 Value Index shares owned by Callan Family Office

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office investment in iShares Russell 1000 Value Index

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 202410M15M20M25M50k100k150k
Value ($)Share countHistorical IWD position of Callan Family Office Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 1000 Value Index held by Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 68k 189.80
2024-06-30 $10M 59k 174.47
2024-03-31 $7.2M 40k 179.11
2023-09-30 $23M 148k 151.82
2023-06-30 $25M 156k 157.83
2023-03-31 $25M 163k 152.26
2022-12-31 $28M 181k 151.65