iShares Russell 1000 Value Index shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 45k | 203.59 |
| 2025-06-30 | $8.5M | 44k | 194.23 |
| 2025-03-31 | $2.8M | 15k | 188.16 |
| 2024-12-31 | $1.1M | 6.2k | 185.12 |
| 2024-09-30 | $1.1M | 6.0k | 189.79 |
| 2024-06-30 | $684k | 3.9k | 174.47 |
| 2024-03-31 | $726k | 4.1k | 179.11 |
| 2023-12-31 | $798k | 4.8k | 165.25 |
| 2023-09-30 | $243k | 1.6k | 151.82 |
| 2023-06-30 | $300k | 1.9k | 157.79 |
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