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iShares Russell 1000 Value Index shares owned by Cordatus Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cordatus Wealth Management from 13F filings

Historical chart of Cordatus Wealth 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 Cordatus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Cordatus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $34M 163k 210.34
2025-03-31 $29M 153k 188.16
2022-03-31 $888k 5.3k 166.04
2019-06-30 $1.1M 8.3k 127.19
2019-03-31 $1.0M 8.4k 123.54
2018-12-31 $1.0M 9.4k 111.10