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iShares Russell 1000 Value Index shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA

Quarter filed Position value Share count Share price at filing
2025-09-30 $347M 1.7M 203.59
2025-06-30 $336M 1.7M 194.23
2025-03-31 $336M 1.8M 188.16
2024-12-31 $339M 1.8M 185.13
2024-09-30 $358M 1.9M 189.80
2024-06-30 $343M 2.0M 174.47
2024-03-31 $351M 2.0M 179.11
2023-12-31 $331M 2.0M 165.25