iShares Russell 1000 Value Index shares owned by Johnson Bixby & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Johnson Bixby & Associates
from 13F filings
Historical chart of Johnson Bixby & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Johnson Bixby & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $790k | 3.9k | 203.58 |
| 2025-06-30 | $900k | 4.6k | 194.22 |
| 2025-03-31 | $1.0M | 5.6k | 188.17 |
| 2024-12-31 | $1.1M | 5.8k | 185.14 |
| 2024-09-30 | $1.3M | 6.8k | 189.81 |
| 2024-06-30 | $1.3M | 7.6k | 174.47 |
| 2024-03-31 | $1.7M | 9.4k | 179.11 |
| 2023-12-31 | $2.1M | 13k | 165.24 |
| 2023-09-30 | $2.8M | 18k | 151.82 |
| 2023-06-30 | $3.4M | 21k | 157.83 |
| 2023-03-31 | $5.4M | 36k | 152.26 |
| 2022-12-31 | $23M | 153k | 151.65 |
| 2022-09-30 | $20M | 147k | 135.99 |
| 2022-06-30 | $21M | 143k | 144.97 |
| 2022-03-31 | $20M | 120k | 165.98 |
| 2021-12-31 | $14M | 83k | 167.93 |
| 2021-09-30 | $11M | 73k | 156.52 |
| 2021-06-30 | $11M | 70k | 160.62 |
| 2021-03-31 | $9.1M | 60k | 151.54 |
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