iShares Russell 1000 Value Index shares owned by Confluence Investment Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in iShares Russell 1000 Value Index by Confluence Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $522k | 3.0k | 174.47 |
2023-06-30 | $714k | 4.5k | 157.83 |
2022-12-31 | $9.1M | 60k | 151.65 |
2022-09-30 | $635k | 4.7k | 135.89 |
2022-06-30 | $798k | 5.5k | 145.01 |
2022-03-31 | $361k | 2.2k | 166.05 |
2021-12-31 | $2.7M | 16k | 167.95 |
2020-12-31 | $701k | 5.1k | 136.67 |
2020-03-31 | $522k | 5.3k | 99.26 |
2019-12-31 | $2.3M | 17k | 136.46 |
2018-12-31 | $11M | 97k | 111.05 |
2018-09-30 | $234k | 1.8k | 126.69 |
2018-06-30 | $230k | 1.9k | 121.24 |
2017-12-31 | $3.4M | 27k | 124.33 |
2017-09-30 | $205k | 1.7k | 118.70 |
2017-06-30 | $346k | 3.0k | 116.26 |
2017-03-31 | $568k | 4.9k | 114.84 |
2016-12-31 | $430k | 3.8k | 111.92 |
2015-12-31 | $1.5M | 16k | 97.86 |
2014-12-31 | $235k | 2.2k | 104.58 |
2012-12-31 | $200k | 2.7k | 72.81 |
More positions owned by Confluence Investment Management
Home Depot (HD)
View all positions for Confluence Investment Management
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index