iShares Russell 1000 Value Index shares owned by Comprehensive Financial Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Comprehensive Financial Management
from 13F filings
Historical chart of Comprehensive Financial Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Comprehensive Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 210k | 165.25 |
| 2023-09-30 | $32M | 210k | 152.81 |
| 2023-06-30 | $33M | 210k | 157.83 |
| 2023-03-31 | $1.3M | 210k | 6.16 |
| 2022-12-31 | $32M | 210k | 151.65 |
| 2022-09-30 | $29M | 210k | 135.99 |
| 2022-06-30 | $31M | 210k | 144.97 |
| 2022-03-31 | $35M | 210k | 165.98 |
| 2021-12-31 | $35M | 210k | 167.93 |
| 2021-09-30 | $33M | 210k | 156.51 |
| 2021-06-30 | $33M | 210k | 158.62 |
| 2021-03-31 | $32M | 210k | 151.55 |
| 2020-12-31 | $29M | 210k | 136.73 |
| 2020-09-30 | $25M | 210k | 118.13 |
| 2020-06-30 | $24M | 215k | 112.62 |
| 2020-03-31 | $22M | 219k | 99.18 |
| 2019-12-31 | $30M | 219k | 136.48 |
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