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iShares Russell 1000 Value Index shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in iShares Russell 1000 Value Index

2020202120222023202420252M4M6M10k20k30k40k
Value ($)Share countHistorical IWD position of Core Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 1000 Value Index held by Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $996k 5.2k 189.80
2024-06-30 $977k 5.6k 174.47
2024-03-31 $1.0M 5.6k 179.11
2023-09-30 $919k 6.1k 151.82
2023-06-30 $955k 6.1k 157.83
2023-03-31 $921k 6.1k 152.26
2022-12-31 $918k 6.1k 151.65
2022-09-30 $823k 6.1k 136.01
2022-06-30 $877k 6.1k 144.93
2022-03-31 $1.0M 6.1k 165.92
2021-12-31 $1.0M 6.1k 167.91
2021-09-30 $947k 6.1k 156.50
2021-06-30 $960k 6.1k 158.65
2021-03-31 $917k 6.1k 151.55
2020-12-31 $827k 6.1k 136.67
2020-09-30 $715k 6.1k 118.08
2020-06-30 $747k 6.6k 112.65
2020-03-31 $4.0M 40k 99.17
2019-12-31 $5.6M 41k 136.47