iShares Russell 1000 Value Index shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 2.2k | 203.69 |
| 2025-06-30 | $421k | 2.2k | 194.01 |
| 2025-03-31 | $408k | 2.2k | 188.02 |
| 2024-12-31 | $402k | 2.2k | 185.25 |
| 2024-09-30 | $537k | 2.8k | 189.69 |
| 2024-06-30 | $494k | 2.8k | 174.50 |
| 2022-12-31 | $1.0k | 5 | 200.00 |
| 2022-09-30 | $4.0k | 26 | 153.85 |
| 2022-06-30 | $4.0k | 26 | 153.85 |
| 2022-03-31 | $4.0k | 26 | 153.85 |
| 2021-12-31 | $4.0k | 26 | 153.85 |
| 2021-09-30 | $4.0k | 26 | 153.85 |
| 2021-03-31 | $11k | 70 | 157.14 |
| 2020-12-31 | $10k | 70 | 142.86 |
| 2020-09-30 | $8.0k | 70 | 114.29 |
| 2020-06-30 | $8.0k | 70 | 114.29 |
| 2020-03-31 | $7.0k | 70 | 100.00 |
| 2019-12-31 | $10k | 70 | 142.86 |
| 2019-09-30 | $9.0k | 70 | 128.57 |
| 2019-06-30 | $9.0k | 70 | 128.57 |
| 2019-03-31 | $9.0k | 70 | 128.57 |
| 2018-12-31 | $8.0k | 70 | 114.29 |
| 2018-09-30 | $9.0k | 70 | 128.57 |
| 2018-06-30 | $8.0k | 70 | 114.29 |
| 2018-03-31 | $8.0k | 70 | 114.29 |
| 2017-12-31 | $9.0k | 70 | 128.57 |
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