iShares Russell 1000 Value Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 107k | 189.80 |
| 2024-06-30 | $16M | 94k | 174.47 |
| 2024-03-31 | $17M | 94k | 179.11 |
| 2023-12-31 | $16M | 97k | 165.25 |
| 2023-09-30 | $15M | 100k | 151.82 |
| 2023-06-30 | $13M | 82k | 157.83 |
| 2023-03-31 | $12M | 79k | 152.26 |
| 2022-12-31 | $12M | 77k | 151.65 |
| 2022-09-30 | $9.1M | 67k | 135.99 |
| 2022-06-30 | $9.1M | 63k | 144.97 |
| 2022-03-31 | $11M | 66k | 165.98 |
| 2021-12-31 | $14M | 81k | 167.94 |
| 2021-09-30 | $7.7M | 49k | 156.51 |
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