iShares Russell 1000 Value Index shares owned by Holt-Smith Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Holt-Smith Advisors
from 13F filings
Historical chart of Holt-Smith Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Holt-Smith Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-06-30 | $9.6M | 115k | 83.79 |
| 2013-03-31 | $6.3M | 77k | 81.17 |
| 2012-12-31 | $8.3M | 114k | 72.82 |
| 2012-09-30 | $5.9M | 82k | 72.18 |
| 2012-06-30 | $5.6M | 81k | 68.22 |
| 2012-03-31 | $5.4M | 77k | 70.07 |
| 2011-12-31 | $4.7M | 73k | 63.48 |
| 2011-09-30 | $4.4M | 78k | 56.59 |
| 2011-06-30 | $5.3M | 78k | 68.28 |
| 2011-03-31 | $5.1M | 74k | 68.67 |
| 2010-12-31 | $3.3M | 51k | 64.87 |
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