iShares Russell 1000 Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28M | 150k | 185.13 |
| 2024-09-30 | $14M | 74k | 189.80 |
| 2024-06-30 | $12M | 70k | 174.47 |
| 2024-03-31 | $13M | 71k | 179.11 |
| 2023-12-31 | $14M | 85k | 165.25 |
| 2023-09-30 | $8.8M | 58k | 151.82 |
| 2023-06-30 | $8.9M | 56k | 157.83 |
| 2023-03-31 | $7.8M | 51k | 152.26 |
| 2022-12-31 | $10M | 68k | 151.65 |
| 2022-09-30 | $5.9M | 43k | 136.00 |
| 2022-06-30 | $5.4M | 37k | 144.97 |
| 2022-03-31 | $4.3M | 26k | 165.91 |
| 2021-12-31 | $4.4M | 26k | 167.95 |
| 2021-09-30 | $3.8M | 24k | 156.59 |
| 2021-06-30 | $3.7M | 24k | 158.57 |
| 2021-03-31 | $3.7M | 24k | 151.48 |
| 2020-12-31 | $6.8M | 50k | 136.74 |
| 2020-09-30 | $10M | 85k | 118.20 |
| 2020-06-30 | $3.4M | 30k | 112.60 |
| 2020-03-31 | $7.1M | 72k | 99.12 |
| 2019-12-31 | $4.3M | 32k | 136.41 |
| 2019-09-30 | $2.0M | 16k | 128.06 |
| 2019-06-30 | $2.0M | 16k | 127.22 |
| 2019-03-31 | $1.5M | 12k | 123.47 |
| 2018-12-31 | $790k | 7.1k | 111.28 |
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