iShares Russell 1000 Value Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $19k | 100 | 194.23 |
| 2025-03-31 | $13k | 68 | 188.16 |
| 2024-06-30 | $277k | 1.6k | 174.47 |
| 2023-09-30 | $1.0k | 4 | 250.00 |
| 2023-06-30 | $1.0k | 4 | 250.00 |
| 2023-03-31 | $1.0k | 4 | 250.00 |
| 2022-12-31 | $8.0k | 56 | 142.86 |
| 2022-09-30 | $40k | 294 | 136.05 |
| 2022-06-30 | $34k | 239 | 142.26 |
| 2022-03-31 | $51k | 312 | 163.46 |
| 2021-12-31 | $55k | 322 | 170.81 |
| 2021-09-30 | $44k | 283 | 155.48 |
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