iShares Russell 1000 Value Index shares owned by Gratus Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Gratus Capital
from 13F filings
Historical chart of Gratus Capital 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 Gratus Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Gratus Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $443k | 2.7k | 165.25 |
2023-09-30 | $768k | 5.1k | 151.82 |
2023-06-30 | $799k | 5.1k | 157.83 |
2023-03-31 | $770k | 5.1k | 152.26 |
2022-12-31 | $767k | 5.1k | 151.65 |
2022-09-30 | $714k | 5.2k | 136.05 |
2022-06-30 | $598k | 4.1k | 145.04 |
2022-03-31 | $745k | 4.5k | 166.04 |
2021-12-31 | $711k | 4.2k | 167.97 |
2021-09-30 | $742k | 4.7k | 156.61 |
2021-06-30 | $745k | 4.7k | 158.58 |
2021-03-31 | $712k | 4.7k | 151.55 |
2020-12-31 | $640k | 4.7k | 136.64 |
2020-09-30 | $443k | 3.8k | 118.01 |
2020-06-30 | $402k | 3.6k | 112.64 |
2020-03-31 | $384k | 3.9k | 99.20 |
2019-12-31 | $584k | 4.3k | 136.48 |
2019-09-30 | $517k | 4.0k | 128.29 |
2019-06-30 | $573k | 4.5k | 127.14 |
2019-03-31 | $545k | 4.4k | 123.58 |
2018-12-31 | $481k | 4.3k | 111.09 |
2018-09-30 | $548k | 4.3k | 126.56 |
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