iShares Russell 1000 Value Index shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by InterOcean Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 6.7k | 165.25 |
| 2023-09-30 | $917k | 6.0k | 151.82 |
| 2023-06-30 | $850k | 5.4k | 157.83 |
| 2023-03-31 | $632k | 4.2k | 152.26 |
| 2022-12-31 | $12M | 76k | 151.65 |
| 2022-09-30 | $388k | 2.9k | 135.95 |
| 2022-06-30 | $1.0M | 7.1k | 144.93 |
| 2022-03-31 | $451k | 2.7k | 166.05 |
| 2021-12-31 | $456k | 2.7k | 167.89 |
| 2021-09-30 | $425k | 2.7k | 156.48 |
| 2021-06-30 | $439k | 2.8k | 158.48 |
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