iShares Russell 1000 Value Index shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $427k | 2.4k | 179.11 |
| 2023-12-31 | $361k | 2.2k | 165.25 |
| 2023-09-30 | $342k | 2.3k | 151.82 |
| 2023-06-30 | $382k | 2.4k | 157.83 |
| 2023-03-31 | $375k | 2.5k | 152.26 |
| 2022-12-31 | $620k | 4.1k | 151.65 |
| 2022-09-30 | $573k | 4.2k | 136.01 |
| 2022-06-30 | $631k | 4.4k | 144.99 |
| 2022-03-31 | $607k | 3.7k | 165.89 |
| 2021-12-31 | $562k | 3.3k | 167.81 |
| 2021-09-30 | $524k | 3.3k | 156.46 |
| 2021-06-30 | $613k | 3.9k | 158.60 |
| 2021-03-31 | $537k | 3.5k | 151.57 |
| 2020-12-31 | $484k | 3.5k | 136.61 |
| 2019-12-31 | $35k | 254 | 137.80 |
| 2013-06-30 | $81k | 969 | 83.59 |
| 2012-09-30 | $75k | 1.0k | 72.18 |
| 2012-03-31 | $159k | 2.3k | 70.39 |
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