iShares Russell 1000 Value Index shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $590k | 3.3k | 179.11 |
| 2023-12-31 | $275k | 1.7k | 165.25 |
| 2023-09-30 | $252k | 1.7k | 151.82 |
| 2023-06-30 | $247k | 1.7k | 148.62 |
| 2023-03-31 | $253k | 1.7k | 152.26 |
| 2020-06-30 | $444k | 3.9k | 112.66 |
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