iShares Russell 1000 Value Index shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $74k | 390 | 189.80 |
| 2024-06-30 | $68k | 390 | 174.47 |
| 2024-03-31 | $70k | 390 | 179.11 |
| 2023-12-31 | $29k | 176 | 165.25 |
| 2023-09-30 | $27k | 176 | 151.82 |
| 2023-06-30 | $28k | 176 | 157.84 |
| 2023-03-31 | $27k | 176 | 152.26 |
| 2022-12-31 | $27k | 176 | 151.65 |
| 2022-09-30 | $24k | 176 | 136.36 |
| 2022-06-30 | $26k | 176 | 147.73 |
| 2022-03-31 | $29k | 176 | 164.77 |
| 2021-12-31 | $30k | 176 | 170.45 |
| 2021-09-30 | $28k | 176 | 159.09 |
| 2021-06-30 | $28k | 176 | 159.09 |
| 2021-03-31 | $27k | 176 | 153.41 |
| 2020-12-31 | $24k | 176 | 136.36 |
| 2020-09-30 | $21k | 176 | 119.32 |
| 2020-06-30 | $20k | 176 | 113.64 |
| 2020-03-31 | $17k | 176 | 96.59 |
| 2019-12-31 | $114k | 836 | 136.36 |
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