iShares Russell 1000 Value Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27k | 144 | 187.50 |
| 2024-06-30 | $25k | 144 | 173.61 |
| 2024-03-31 | $26k | 144 | 180.56 |
| 2023-12-31 | $24k | 144 | 166.67 |
| 2023-09-30 | $21k | 144 | 145.83 |
| 2023-06-30 | $30k | 195 | 153.85 |
| 2023-03-31 | $29k | 195 | 148.72 |
| 2022-12-31 | $26k | 195 | 133.33 |
| 2022-09-30 | $27k | 195 | 138.46 |
| 2022-06-30 | $28k | 195 | 143.59 |
| 2022-03-31 | $32k | 195 | 164.10 |
| 2021-12-31 | $30k | 181 | 165.75 |
| 2021-09-30 | $28k | 181 | 154.70 |
| 2021-06-30 | $29k | 181 | 160.22 |
| 2021-03-31 | $27k | 181 | 149.17 |
| 2020-12-31 | $25k | 181 | 138.12 |
| 2020-09-30 | $21k | 181 | 116.02 |
| 2020-06-30 | $20k | 181 | 110.50 |
| 2020-03-31 | $18k | 181 | 99.45 |
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