iShares Russell 1000 Value Index shares owned by Key FInancial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Key FInancial
from 13F filings
Historical chart of Key FInancial investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Key FInancial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Key FInancial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 7.7k | 203.87 |
| 2025-06-30 | $1.5M | 7.7k | 194.23 |
| 2025-03-31 | $1.4M | 7.7k | 188.16 |
| 2024-12-31 | $1.4M | 7.7k | 185.13 |
| 2024-09-30 | $1.5M | 7.6k | 189.80 |
| 2024-06-30 | $1.3M | 7.7k | 174.47 |
| 2024-03-31 | $1.3M | 7.7k | 165.25 |
| 2023-12-31 | $1.3M | 7.7k | 165.25 |
| 2023-09-30 | $1.2M | 7.7k | 151.82 |
| 2023-06-30 | $1.2M | 7.7k | 157.83 |
| 2023-03-31 | $1.2M | 7.7k | 152.26 |
| 2022-12-31 | $680k | 5.0k | 135.99 |
| 2022-09-30 | $680k | 5.0k | 136.05 |
| 2022-06-30 | $721k | 4.9k | 146.81 |
| 2022-03-31 | $818k | 4.9k | 165.92 |
| 2021-12-31 | $828k | 4.9k | 167.95 |
| 2021-09-30 | $784k | 5.0k | 156.52 |
| 2021-06-30 | $801k | 5.0k | 159.91 |
| 2021-03-31 | $759k | 5.0k | 151.53 |
| 2020-12-31 | $685k | 5.0k | 136.75 |
| 2020-09-30 | $563k | 4.8k | 118.08 |
| 2020-06-30 | $521k | 4.7k | 111.42 |
| 2020-03-31 | $472k | 4.7k | 100.94 |
| 2019-12-31 | $688k | 5.0k | 136.48 |
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