iShares Russell 1000 Value Index shares owned by EdgeRock Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by EdgeRock Capital
from 13F filings
Historical chart of EdgeRock Capital 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 EdgeRock Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by EdgeRock Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 1.5k | 203.59 |
| 2025-06-30 | $284k | 1.5k | 194.23 |
| 2023-09-30 | $220k | 1.4k | 152.81 |
| 2023-06-30 | $227k | 1.4k | 157.83 |
| 2023-03-31 | $373k | 2.5k | 152.06 |
| 2022-12-31 | $369k | 2.4k | 151.54 |
| 2022-09-30 | $331k | 2.4k | 135.93 |
| 2022-06-30 | $361k | 2.5k | 145.10 |
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