iShares Russell 1000 Value Index shares owned by Elm Partners Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Elm Partners Management
from 13F filings
Historical chart of Elm Partners Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Elm Partners Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $308k | 1.6k | 189.80 |
| 2024-06-30 | $284k | 1.6k | 174.47 |
| 2024-03-31 | $301k | 1.7k | 179.11 |
| 2023-12-31 | $243k | 1.5k | 165.25 |
| 2023-09-30 | $291k | 1.9k | 151.82 |
| 2023-06-30 | $307k | 1.9k | 157.83 |
| 2023-03-31 | $289k | 1.9k | 152.26 |
| 2022-12-31 | $310k | 2.0k | 151.65 |
| 2022-09-30 | $248k | 1.8k | 135.89 |
| 2022-06-30 | $204k | 1.4k | 145.09 |
| 2022-03-31 | $298k | 1.8k | 166.20 |
| 2021-12-31 | $306k | 1.8k | 168.13 |
| 2021-09-30 | $282k | 1.8k | 156.67 |
| 2021-06-30 | $290k | 1.8k | 158.82 |
| 2021-03-31 | $283k | 1.9k | 151.50 |
| 2020-12-31 | $263k | 1.9k | 136.55 |
| 2020-09-30 | $236k | 2.0k | 118.30 |
| 2020-06-30 | $285k | 2.5k | 112.51 |
| 2020-03-31 | $277k | 2.8k | 99.03 |
| 2019-12-31 | $784k | 6.1k | 128.34 |
| 2019-09-30 | $1.1M | 8.9k | 128.23 |
| 2019-06-30 | $1.4M | 11k | 127.21 |
| 2019-03-31 | $1.4M | 12k | 123.51 |
| 2018-12-31 | $1.3M | 12k | 110.05 |
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