iShares Russell 1000 Value Index shares owned by Financeware
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $211k | 872 | 242.43 |
| 2021-03-31 | $41k | 269 | 152.42 |
| 2020-03-31 | $107k | 1.1k | 99.44 |
| 2019-12-31 | $369k | 2.7k | 136.41 |
| 2019-09-30 | $347k | 2.7k | 128.28 |
| 2019-06-30 | $341k | 2.7k | 127.05 |
| 2019-03-31 | $329k | 2.7k | 123.45 |
| 2018-12-31 | $263k | 2.4k | 111.25 |
| 2018-09-30 | $299k | 2.4k | 126.48 |
| 2018-06-30 | $217k | 1.8k | 121.36 |
| 2018-03-31 | $185k | 1.5k | 120.21 |
| 2017-12-31 | $130k | 1.0k | 124.16 |
| 2017-09-30 | $124k | 1.0k | 118.43 |
| 2017-06-30 | $122k | 1.0k | 116.52 |
| 2017-03-31 | $132k | 1.1k | 114.98 |
| 2016-12-31 | $54k | 486 | 111.11 |
| 2016-09-30 | $29k | 278 | 104.32 |
| 2016-06-30 | $29k | 278 | 104.32 |
| 2015-03-31 | $102k | 990 | 103.03 |
| 2014-03-31 | $82k | 900 | 91.11 |
| 2013-12-31 | $281k | 3.0k | 94.14 |
| 2013-09-30 | $257k | 3.0k | 86.10 |
| 2013-06-30 | $250k | 3.0k | 83.75 |
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