iShares Russell 1000 Value Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $271k | 1.5k | 185.13 |
| 2024-09-30 | $162k | 851 | 189.80 |
| 2024-06-30 | $149k | 851 | 174.47 |
| 2024-03-31 | $178k | 993 | 179.11 |
| 2023-12-31 | $164k | 994 | 165.25 |
| 2023-09-30 | $151k | 994 | 151.82 |
| 2023-06-30 | $150k | 952 | 157.83 |
| 2023-03-31 | $149k | 978 | 152.26 |
| 2022-12-31 | $144k | 952 | 151.65 |
| 2022-09-30 | $5.0k | 37 | 135.14 |
| 2022-06-30 | $5.0k | 37 | 135.14 |
| 2022-03-31 | $6.0k | 37 | 162.16 |
| 2021-12-31 | $6.0k | 37 | 162.16 |
| 2021-09-30 | $6.0k | 37 | 162.16 |
| 2021-06-30 | $6.0k | 37 | 162.16 |
| 2021-03-31 | $6.0k | 37 | 162.16 |
| 2020-12-31 | $5.0k | 37 | 135.14 |
| 2020-09-30 | $4.0k | 37 | 108.11 |
| 2020-06-30 | $4.0k | 37 | 108.11 |
| 2020-03-31 | $4.0k | 37 | 108.11 |
| 2019-12-31 | $5.0k | 37 | 135.14 |
| 2019-09-30 | $22k | 168 | 130.95 |
| 2019-06-30 | $21k | 168 | 125.00 |
| 2019-03-31 | $21k | 168 | 125.00 |
| 2018-12-31 | $19k | 168 | 113.10 |
| 2018-09-30 | $21k | 168 | 125.00 |
| 2018-06-30 | $20k | 168 | 119.05 |
| 2018-03-31 | $51k | 425 | 120.00 |
| 2017-12-31 | $53k | 425 | 124.71 |
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