iShares Russell 1000 Value Index shares owned by James Investment Research
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $932k | 5.2k | 179.11 |
| 2023-12-31 | $960k | 5.8k | 165.25 |
| 2023-09-30 | $988k | 6.5k | 151.82 |
| 2023-06-30 | $1.0M | 6.5k | 157.83 |
| 2023-03-31 | $1.5M | 10k | 152.29 |
| 2022-12-31 | $1.5M | 10k | 151.65 |
| 2022-09-30 | $1.4M | 10k | 135.97 |
| 2022-06-30 | $1.7M | 12k | 144.97 |
| 2022-03-31 | $2.1M | 13k | 165.96 |
| 2021-12-31 | $2.3M | 14k | 167.94 |
| 2021-09-30 | $2.2M | 14k | 156.54 |
| 2021-06-30 | $2.3M | 15k | 158.64 |
| 2021-03-31 | $618k | 4.1k | 151.70 |
| 2020-12-31 | $515k | 3.8k | 136.55 |
| 2020-09-30 | $412k | 3.5k | 118.09 |
| 2020-06-30 | $571k | 5.1k | 112.75 |
| 2020-03-31 | $800k | 8.1k | 99.23 |
| 2019-12-31 | $2.8M | 20k | 136.48 |
| 2019-09-30 | $2.5M | 19k | 128.27 |
| 2019-06-30 | $2.3M | 18k | 127.25 |
| 2019-03-31 | $3.6M | 30k | 123.47 |
| 2018-12-31 | $3.9M | 35k | 111.05 |
| 2018-09-30 | $52k | 410 | 126.83 |
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