iShares Russell 1000 Value Index shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 27k | 179.11 |
| 2023-12-31 | $4.5M | 27k | 165.25 |
| 2023-09-30 | $4.2M | 28k | 151.82 |
| 2023-06-30 | $4.4M | 28k | 157.83 |
| 2023-03-31 | $4.3M | 28k | 152.26 |
| 2022-12-31 | $4.6M | 30k | 151.65 |
| 2022-09-30 | $3.6M | 27k | 135.99 |
| 2022-06-30 | $3.9M | 27k | 144.99 |
| 2022-03-31 | $4.2M | 25k | 165.98 |
| 2021-12-31 | $4.8M | 29k | 167.94 |
| 2021-09-30 | $4.5M | 29k | 156.53 |
| 2021-06-30 | $4.6M | 29k | 158.64 |
| 2021-03-31 | $5.0M | 33k | 151.56 |
| 2020-12-31 | $4.5M | 33k | 136.74 |
| 2020-09-30 | $4.0M | 34k | 118.14 |
| 2020-06-30 | $3.6M | 32k | 112.62 |
| 2020-03-31 | $3.2M | 32k | 99.17 |
| 2019-12-31 | $4.8M | 35k | 136.47 |
| 2019-09-30 | $4.5M | 35k | 128.26 |
| 2019-06-30 | $4.5M | 35k | 127.21 |
| 2019-03-31 | $4.4M | 35k | 123.49 |
| 2018-12-31 | $3.9M | 35k | 111.05 |
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