iShares Russell 1000 Value Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 121k | 189.80 |
| 2024-06-30 | $22M | 127k | 174.47 |
| 2024-03-31 | $22M | 122k | 179.11 |
| 2023-12-31 | $20M | 122k | 165.25 |
| 2023-09-30 | $19M | 122k | 151.82 |
| 2023-06-30 | $19M | 122k | 157.83 |
| 2023-03-31 | $18M | 116k | 152.26 |
| 2022-12-31 | $18M | 119k | 151.65 |
| 2022-09-30 | $16M | 118k | 135.99 |
| 2022-06-30 | $16M | 111k | 144.97 |
| 2021-12-31 | $19M | 114k | 167.93 |
| 2021-09-30 | $18M | 114k | 156.51 |
| 2021-06-30 | $18M | 114k | 158.62 |
| 2021-03-31 | $18M | 118k | 151.55 |
| 2020-12-31 | $17M | 121k | 136.73 |
| 2020-09-30 | $13M | 110k | 118.13 |
| 2020-06-30 | $12M | 110k | 112.62 |
| 2020-03-31 | $11M | 110k | 99.18 |
| 2019-12-31 | $15M | 109k | 136.48 |
| 2019-09-30 | $14M | 110k | 128.26 |
| 2019-06-30 | $14M | 110k | 127.22 |
| 2019-03-31 | $14M | 112k | 123.49 |
| 2018-12-31 | $13M | 115k | 111.05 |
| 2018-06-30 | $14M | 114k | 121.38 |
| 2018-03-31 | $14M | 114k | 119.96 |
| 2017-12-31 | $14M | 109k | 124.34 |
| 2017-09-30 | $12M | 104k | 118.51 |
| 2017-03-31 | $12M | 102k | 114.94 |
| 2016-12-31 | $9.5M | 85k | 112.03 |
| 2016-09-30 | $8.9M | 84k | 105.62 |
| 2016-06-30 | $8.6M | 84k | 103.23 |
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