iShares Russell 1000 Value Index shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $896k | 5.1k | 174.49 |
| 2024-03-31 | $918k | 5.1k | 179.10 |
| 2023-09-30 | $758k | 5.0k | 151.83 |
| 2023-06-30 | $770k | 4.9k | 157.85 |
| 2023-03-31 | $737k | 4.8k | 152.25 |
| 2022-12-31 | $1.6M | 10k | 151.64 |
| 2022-09-30 | $663k | 4.9k | 135.86 |
| 2022-06-30 | $712k | 4.9k | 144.86 |
| 2022-03-31 | $865k | 5.2k | 167.83 |
| 2021-12-31 | $865k | 5.2k | 167.83 |
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