iShares Russell 1000 Value Index shares owned by Doliver Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Doliver Capital Advisors
from 13F filings
Historical chart of Doliver Capital Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Doliver Capital 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 Doliver Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $313k | 1.7k | 189.80 |
| 2024-06-30 | $288k | 1.7k | 174.47 |
| 2024-03-31 | $296k | 1.7k | 179.11 |
| 2023-12-31 | $273k | 1.7k | 165.25 |
| 2023-09-30 | $251k | 1.7k | 151.82 |
| 2023-06-30 | $260k | 1.7k | 157.83 |
| 2023-03-31 | $251k | 1.7k | 152.26 |
| 2022-12-31 | $250k | 1.7k | 151.65 |
| 2022-09-30 | $258k | 1.9k | 135.79 |
| 2022-06-30 | $295k | 2.0k | 144.96 |
| 2022-03-31 | $338k | 2.0k | 166.09 |
| 2021-09-30 | $287k | 1.8k | 156.40 |
| 2021-06-30 | $291k | 1.8k | 158.58 |
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