iShares Russell 1000 Value Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 30k | 203.59 |
| 2025-06-30 | $5.7M | 30k | 194.23 |
| 2025-03-31 | $5.4M | 29k | 188.16 |
| 2024-12-31 | $5.4M | 29k | 185.13 |
| 2024-09-30 | $5.5M | 29k | 189.80 |
| 2024-06-30 | $5.1M | 29k | 174.47 |
| 2024-03-31 | $5.2M | 29k | 179.11 |
| 2023-12-31 | $4.8M | 29k | 165.25 |
| 2023-09-30 | $4.4M | 29k | 151.82 |
| 2023-06-30 | $4.6M | 29k | 157.83 |
| 2023-03-31 | $8.8M | 58k | 152.26 |
| 2022-12-31 | $8.7M | 57k | 151.65 |
| 2022-09-30 | $8.0M | 59k | 135.99 |
| 2022-06-30 | $8.6M | 59k | 144.97 |
| 2022-03-31 | $9.8M | 59k | 165.98 |
| 2021-12-31 | $11M | 68k | 167.93 |
| 2021-09-30 | $11M | 68k | 156.51 |
| 2021-06-30 | $11M | 68k | 158.63 |
| 2021-03-31 | $10M | 68k | 151.55 |
| 2020-12-31 | $9.3M | 68k | 136.74 |
| 2020-09-30 | $8.2M | 69k | 118.14 |
| 2020-06-30 | $7.8M | 69k | 112.62 |
| 2020-03-31 | $6.6M | 66k | 99.18 |
| 2019-12-31 | $8.7M | 64k | 136.48 |
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