iShares Russell 1000 Value Index shares owned by FineMark National Bank & Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by FineMark National Bank & Trust
from 13F filings
Historical chart of FineMark National Bank & Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by FineMark National Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 1.9k | 203.59 |
| 2025-06-30 | $433k | 2.2k | 194.23 |
| 2025-03-31 | $427k | 2.3k | 188.16 |
| 2024-12-31 | $449k | 2.4k | 185.13 |
| 2024-09-30 | $453k | 2.4k | 189.80 |
| 2024-06-30 | $418k | 2.4k | 174.47 |
| 2024-03-31 | $364k | 2.0k | 179.11 |
| 2023-12-31 | $351k | 2.1k | 165.25 |
| 2023-09-30 | $266k | 1.7k | 157.83 |
| 2023-06-30 | $266k | 1.7k | 157.83 |
| 2023-03-31 | $287k | 1.9k | 152.26 |
| 2022-09-30 | $205k | 1.5k | 135.76 |
| 2022-06-30 | $297k | 2.0k | 145.16 |
| 2022-03-31 | $351k | 2.1k | 165.88 |
| 2021-12-31 | $393k | 2.3k | 167.81 |
| 2021-09-30 | $447k | 2.9k | 156.57 |
| 2021-06-30 | $453k | 2.9k | 158.67 |
| 2021-03-31 | $449k | 3.0k | 151.48 |
| 2020-12-31 | $393k | 2.9k | 136.70 |
| 2020-09-30 | $357k | 3.0k | 118.02 |
| 2020-06-30 | $328k | 2.9k | 112.68 |
| 2020-03-31 | $299k | 3.0k | 99.30 |
| 2019-12-31 | $420k | 3.1k | 136.54 |
| 2019-09-30 | $400k | 3.1k | 128.37 |
| 2019-06-30 | $886k | 7.0k | 127.26 |
| 2019-03-31 | $839k | 6.8k | 123.51 |
| 2018-12-31 | $870k | 7.8k | 111.05 |
| 2018-09-30 | $992k | 7.8k | 126.63 |
| 2018-06-30 | $932k | 7.7k | 121.40 |
| 2018-03-31 | $992k | 8.3k | 120.00 |
| 2017-12-31 | $959k | 7.7k | 124.34 |
| 2017-09-30 | $404k | 3.4k | 118.58 |
| 2017-06-30 | $441k | 3.8k | 116.36 |
| 2017-03-31 | $386k | 3.4k | 114.95 |
| 2016-12-31 | $501k | 4.5k | 112.11 |
| 2016-09-30 | $472k | 4.5k | 105.62 |
| 2016-06-30 | $461k | 4.5k | 103.18 |
| 2016-03-31 | $591k | 6.0k | 98.78 |
| 2015-12-31 | $416k | 4.3k | 97.74 |
| 2015-09-30 | $397k | 4.3k | 93.30 |
| 2015-06-30 | $439k | 4.3k | 103.20 |
| 2015-03-31 | $488k | 4.7k | 103.02 |
| 2014-12-31 | $400k | 3.8k | 104.49 |
| 2014-09-30 | $367k | 3.7k | 99.97 |
| 2014-06-30 | $372k | 3.7k | 101.36 |
| 2014-03-31 | $360k | 3.7k | 96.59 |
| 2013-12-31 | $356k | 3.8k | 94.06 |
| 2013-09-30 | $326k | 3.8k | 86.18 |
| 2013-06-30 | $317k | 3.8k | 83.88 |
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