iShares Russell 1000 Value Index shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 21k | 189.80 |
| 2024-06-30 | $3.7M | 21k | 174.47 |
| 2024-03-31 | $3.8M | 21k | 179.11 |
| 2023-12-31 | $3.6M | 22k | 165.25 |
| 2023-09-30 | $3.3M | 22k | 151.82 |
| 2023-06-30 | $3.4M | 22k | 157.83 |
| 2023-03-31 | $3.3M | 22k | 152.26 |
| 2022-12-31 | $3.4M | 23k | 151.65 |
| 2022-09-30 | $3.1M | 23k | 136.01 |
| 2022-06-30 | $3.3M | 23k | 144.95 |
| 2022-03-31 | $3.9M | 23k | 165.99 |
| 2021-12-31 | $3.9M | 23k | 167.91 |
| 2021-09-30 | $3.7M | 23k | 156.50 |
| 2021-06-30 | $3.7M | 24k | 158.62 |
| 2021-03-31 | $3.7M | 24k | 151.55 |
| 2020-12-31 | $3.4M | 25k | 136.75 |
| 2020-09-30 | $2.9M | 25k | 118.04 |
| 2020-06-30 | $2.9M | 26k | 112.62 |
| 2020-03-31 | $2.6M | 26k | 99.16 |
| 2019-12-31 | $3.7M | 27k | 136.47 |
| 2019-09-30 | $3.5M | 28k | 128.28 |
| 2019-06-30 | $3.6M | 29k | 127.22 |
| 2019-03-31 | $3.6M | 29k | 123.50 |
| 2018-12-31 | $3.4M | 31k | 111.05 |
| 2018-09-30 | $3.9M | 31k | 126.62 |
| 2018-06-30 | $3.8M | 32k | 121.38 |
| 2018-03-31 | $4.2M | 35k | 119.95 |
| 2017-12-31 | $4.5M | 37k | 124.34 |
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