iShares Russell 1000 Value Index shares owned by Connectus Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $741k | 5.3k | 138.92 |
| 2023-12-31 | $972k | 5.9k | 165.27 |
| 2023-09-30 | $828k | 5.4k | 151.87 |
| 2023-06-30 | $258k | 1.6k | 158.07 |
| 2023-03-31 | $244k | 1.6k | 152.66 |
| 2022-12-31 | $356k | 2.3k | 152.30 |
| 2022-09-30 | $329k | 2.4k | 136.34 |
| 2022-06-30 | $3.7M | 25k | 145.62 |
| 2022-03-31 | $210k | 1.2k | 168.27 |
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