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iShares Russell 1000 Value Index shares owned by HB Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 160k 165.25
2023-09-30 $10M 68k 151.82
2023-06-30 $11M 68k 157.83
2023-03-31 $11M 69k 152.26
2022-12-31 $11M 70k 151.65
2022-09-30 $6.9M 51k 135.98
2022-06-30 $7.1M 49k 144.96
2022-03-31 $8.0M 48k 165.98
2021-12-31 $7.5M 45k 167.93