iShares Russell 1000 Value Index shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212k | 1.1k | 189.75 |
| 2023-06-30 | $207k | 1.3k | 157.87 |
| 2022-03-31 | $217k | 1.3k | 166.16 |
| 2021-12-31 | $220k | 1.3k | 167.68 |
| 2021-09-30 | $222k | 1.4k | 156.67 |
| 2021-06-30 | $224k | 1.4k | 158.42 |
| 2021-03-31 | $251k | 1.7k | 151.85 |
| 2020-12-31 | $226k | 1.7k | 136.89 |
| 2020-03-31 | $303k | 3.1k | 99.28 |
| 2019-12-31 | $586k | 4.3k | 136.37 |
| 2019-09-30 | $568k | 4.4k | 128.33 |
| 2019-06-30 | $537k | 4.2k | 127.22 |
| 2019-03-31 | $497k | 4.0k | 123.39 |
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