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iShares Russell 1000 Value Index shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $74k 422 174.47
2024-03-31 $87k 526 165.25
2023-12-31 $87k 526 165.25
2023-09-30 $25k 5.5k 4.58
2023-06-30 $45 290 0.16
2023-03-31 $44 290 0.15
2018-03-31 $7.0k 57 122.81