iShares Russell 1000 Value Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $729k | 4.4k | 165.48 |
| 2023-09-30 | $679k | 4.5k | 151.85 |
| 2023-06-30 | $697k | 4.4k | 157.86 |
| 2023-03-31 | $659k | 4.3k | 152.25 |
| 2022-12-31 | $653k | 4.3k | 151.68 |
| 2022-09-30 | $582k | 4.3k | 135.89 |
| 2022-06-30 | $617k | 4.3k | 144.87 |
| 2022-03-31 | $703k | 4.2k | 165.88 |
| 2021-12-31 | $709k | 4.2k | 167.89 |
| 2021-09-30 | $574k | 4.2k | 136.36 |
| 2021-06-30 | $664k | 4.2k | 158.47 |
| 2021-03-31 | $614k | 4.1k | 151.53 |
| 2020-12-31 | $555k | 4.1k | 136.70 |
| 2020-09-30 | $478k | 4.0k | 118.11 |
| 2020-06-30 | $455k | 4.0k | 112.40 |
| 2020-03-31 | $363k | 3.7k | 99.18 |
| 2019-12-31 | $500k | 3.7k | 136.61 |
| 2019-09-30 | $468k | 3.6k | 128.25 |
| 2019-06-30 | $461k | 3.6k | 127.00 |
| 2019-03-31 | $446k | 3.6k | 123.44 |
| 2018-12-31 | $411k | 3.7k | 110.90 |
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