iShares Russell 1000 Value Index shares owned by Evergreen Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Evergreen Advisors
from 13F filings
Historical chart of Evergreen Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Evergreen Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $850k | 4.5k | 189.80 |
| 2024-06-30 | $819k | 4.7k | 174.47 |
| 2024-03-31 | $841k | 4.7k | 179.11 |
| 2023-12-31 | $796k | 4.8k | 165.25 |
| 2023-09-30 | $732k | 4.8k | 151.82 |
| 2023-06-30 | $743k | 4.7k | 157.83 |
| 2023-03-31 | $716k | 4.7k | 152.26 |
| 2022-12-31 | $765k | 5.0k | 151.65 |
| 2022-09-30 | $1.3M | 9.8k | 136.01 |
| 2022-06-30 | $830k | 5.7k | 145.05 |
| 2022-03-31 | $809k | 4.9k | 166.02 |
| 2021-12-31 | $713k | 4.2k | 167.92 |
| 2021-09-30 | $757k | 4.8k | 156.53 |
| 2021-06-30 | $545k | 3.6k | 151.64 |
| 2021-03-31 | $545k | 3.6k | 151.64 |
| 2020-12-31 | $412k | 3.0k | 136.79 |
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