iShares Russell 1000 Value Index shares owned by Independence Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Independence Advisors
from 13F filings
Historical chart of Independence Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Independence Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $15M | 124k | 118.13 |
| 2020-06-30 | $14M | 125k | 112.62 |
| 2020-03-31 | $13M | 133k | 99.18 |
| 2019-12-31 | $16M | 120k | 136.48 |
| 2019-09-30 | $15M | 120k | 128.26 |
| 2019-06-30 | $15M | 120k | 127.22 |
| 2019-03-31 | $15M | 122k | 123.49 |
| 2018-12-31 | $13M | 120k | 111.05 |
| 2018-09-30 | $14M | 114k | 126.62 |
| 2018-06-30 | $14M | 115k | 121.38 |
| 2018-03-31 | $14M | 117k | 119.96 |
| 2017-12-31 | $13M | 107k | 124.34 |
| 2017-09-30 | $13M | 108k | 118.51 |
| 2017-06-30 | $13M | 109k | 116.43 |
| 2017-03-31 | $13M | 112k | 114.94 |
| 2016-12-31 | $13M | 113k | 112.03 |
| 2016-09-30 | $12M | 116k | 105.62 |
| 2016-06-30 | $13M | 121k | 103.23 |
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