iShares Russell 1000 Value Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 14k | 203.59 |
| 2025-06-30 | $2.6M | 14k | 194.23 |
| 2025-03-31 | $2.5M | 14k | 188.16 |
| 2024-12-31 | $2.4M | 13k | 185.13 |
| 2024-09-30 | $2.4M | 13k | 189.80 |
| 2024-06-30 | $2.2M | 12k | 174.47 |
| 2024-03-31 | $2.4M | 13k | 179.11 |
| 2023-12-31 | $1.8M | 11k | 165.25 |
| 2023-09-30 | $1.7M | 11k | 151.83 |
| 2023-06-30 | $1.7M | 11k | 157.83 |
| 2023-03-31 | $1.4M | 8.9k | 152.26 |
| 2022-12-31 | $1.3M | 8.9k | 151.65 |
| 2022-09-30 | $873k | 6.4k | 135.98 |
| 2022-06-30 | $931k | 6.4k | 145.02 |
| 2022-03-31 | $1.1M | 6.5k | 165.09 |
| 2021-12-31 | $1.1M | 6.4k | 167.87 |
| 2021-09-30 | $914k | 5.8k | 156.59 |
| 2021-06-30 | $831k | 5.2k | 158.68 |
| 2021-03-31 | $757k | 5.0k | 151.61 |
| 2020-12-31 | $659k | 4.8k | 136.64 |
| 2020-09-30 | $527k | 4.5k | 118.03 |
| 2020-06-30 | $305k | 2.7k | 112.80 |
| 2020-03-31 | $282k | 2.8k | 99.05 |
| 2019-12-31 | $423k | 3.1k | 136.58 |
| 2019-09-30 | $390k | 3.0k | 128.42 |
| 2019-06-30 | $606k | 4.8k | 127.18 |
| 2019-03-31 | $588k | 4.8k | 123.48 |
| 2018-12-31 | $528k | 4.6k | 115.08 |
| 2018-09-30 | $336k | 2.7k | 126.60 |
| 2018-06-30 | $322k | 2.7k | 121.42 |
| 2018-03-31 | $328k | 2.7k | 120.06 |
| 2017-12-31 | $339k | 2.7k | 124.22 |
| 2017-09-30 | $323k | 2.7k | 118.62 |
| 2017-06-30 | $317k | 2.7k | 116.59 |
| 2017-03-31 | $313k | 2.7k | 115.12 |
| 2016-12-31 | $304k | 2.7k | 111.93 |
| 2016-09-30 | $286k | 2.7k | 105.54 |
| 2016-06-30 | $279k | 2.7k | 103.10 |
| 2016-03-31 | $316k | 3.2k | 98.75 |
| 2015-12-31 | $255k | 2.6k | 97.96 |
| 2015-09-30 | $243k | 2.6k | 93.35 |
| 2015-06-30 | $257k | 2.5k | 103.21 |
| 2015-03-31 | $42k | 404 | 103.96 |
| 2014-12-31 | $42k | 404 | 103.96 |
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