iShares Russell 1000 Value Index shares owned by Hrt Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 28k | 203.56 |
| 2025-06-30 | $1.2M | 6.4k | 194.16 |
| 2023-09-30 | $6.1M | 40k | 151.81 |
| 2023-06-30 | $441k | 2.8k | 157.61 |
| 2023-03-31 | $19M | 127k | 152.26 |
| 2022-12-31 | $1.1M | 7.6k | 151.64 |
| 2022-09-30 | $12M | 92k | 135.98 |
| 2022-03-31 | $911k | 5.5k | 165.91 |
| 2021-12-31 | $480k | 2.9k | 167.77 |
| 2021-09-30 | $628k | 4.0k | 156.34 |
| 2021-06-30 | $2.3M | 15k | 158.55 |
| 2021-03-31 | $2.5M | 17k | 151.53 |
| 2019-09-30 | $2.3M | 18k | 128.24 |
| 2019-06-30 | $14M | 107k | 127.22 |
| 2016-09-30 | $207k | 2.0k | 105.18 |
| 2016-06-30 | $206k | 2.0k | 103.00 |
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