iShares Russell 1000 Value Index shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 54k | 173.66 |
| 2023-12-31 | $8.7M | 53k | 164.03 |
| 2023-09-30 | $7.8M | 53k | 146.23 |
| 2023-06-30 | $8.5M | 53k | 161.48 |
| 2023-03-31 | $8.0M | 52k | 154.44 |
| 2022-12-31 | $8.5M | 53k | 160.72 |
| 2022-09-30 | $8.0M | 53k | 150.02 |
| 2022-06-30 | $8.2M | 53k | 154.53 |
| 2022-03-31 | $7.9M | 52k | 152.31 |
| 2021-12-31 | $8.5M | 52k | 162.60 |
| 2021-09-30 | $8.6M | 52k | 166.46 |
| 2021-06-30 | $8.3M | 52k | 159.52 |
| 2021-03-31 | $8.0M | 51k | 156.90 |
| 2020-12-31 | $7.1M | 51k | 140.26 |
| 2020-09-30 | $6.1M | 50k | 121.15 |
| 2020-06-30 | $5.9M | 50k | 117.52 |
| 2020-03-31 | $5.3M | 49k | 108.92 |
| 2019-12-31 | $6.5M | 47k | 138.21 |
| 2019-09-30 | $6.0M | 47k | 129.31 |
| 2019-06-30 | $5.9M | 46k | 128.21 |
| 2019-03-31 | $5.8M | 46k | 126.20 |
| 2018-12-31 | $6.0M | 52k | 114.88 |
| 2018-09-30 | $17k | 149 | 114.09 |
| 2018-06-30 | $18k | 147 | 122.45 |
| 2018-03-31 | $18k | 147 | 122.45 |
| 2017-12-31 | $18k | 147 | 122.45 |
| 2017-09-30 | $17k | 147 | 115.65 |
| 2017-06-30 | $17k | 147 | 115.65 |
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