iShares Russell 1000 Value Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $435k | 2.3k | 189.78 |
| 2024-03-31 | $410k | 2.3k | 179.09 |
| 2023-12-31 | $294k | 1.8k | 165.32 |
| 2023-09-30 | $272k | 1.8k | 152.78 |
| 2023-06-30 | $281k | 1.8k | 157.81 |
| 2023-03-31 | $316k | 2.1k | 152.24 |
| 2022-12-31 | $315k | 2.1k | 151.63 |
| 2022-09-30 | $818k | 6.0k | 135.95 |
| 2022-06-30 | $872k | 6.0k | 144.92 |
| 2022-03-31 | $999k | 6.0k | 166.03 |
| 2021-12-31 | $1.0M | 6.0k | 167.89 |
| 2021-09-30 | $941k | 6.0k | 156.44 |
| 2021-06-30 | $954k | 6.0k | 158.60 |
| 2021-03-31 | $1.6M | 10k | 151.51 |
| 2020-12-31 | $128k | 938 | 136.46 |
| 2020-09-30 | $107k | 909 | 117.71 |
| 2020-06-30 | $102k | 909 | 112.21 |
| 2020-03-31 | $324k | 3.3k | 99.18 |
| 2019-09-30 | $37M | 285k | 128.26 |
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