iShares Russell 1000 Value Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $13M | 86k | 146.42 |
| 2023-06-30 | $16M | 100k | 157.83 |
| 2023-03-31 | $15M | 98k | 152.26 |
| 2022-12-31 | $15M | 98k | 151.65 |
| 2022-09-30 | $13M | 94k | 136.15 |
| 2022-06-30 | $14M | 96k | 144.97 |
| 2022-03-31 | $16M | 95k | 165.98 |
| 2021-12-31 | $16M | 95k | 167.93 |
| 2021-09-30 | $14M | 91k | 156.51 |
| 2021-06-30 | $15M | 91k | 158.62 |
| 2021-03-31 | $14M | 92k | 151.55 |
| 2020-12-31 | $13M | 91k | 136.73 |
| 2020-09-30 | $11M | 90k | 118.13 |
| 2020-06-30 | $9.9M | 88k | 112.62 |
| 2020-03-31 | $9.2M | 93k | 99.19 |
| 2019-12-31 | $6.6M | 51k | 130.43 |
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