Kmg Fiduciary Partners »

iShares Russell 1000 Value Index shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 6.2k 189.81
2024-06-30 $1.2M 7.0k 174.47
2024-03-31 $1.3M 7.0k 179.10
2023-12-31 $1.2M 7.0k 165.24
2023-09-30 $11M 70k 151.82
2023-06-30 $11M 67k 157.83
2023-03-31 $10M 66k 152.26
2022-12-31 $6.2M 41k 151.65
2022-09-30 $8.4M 62k 135.99
2022-06-30 $9.1M 63k 144.97
2022-03-31 $9.9M 60k 165.98
2020-12-31 $312k 2.3k 135.89
2020-09-30 $340k 2.9k 117.97
2020-06-30 $387k 3.4k 112.63
2020-03-31 $8.2M 82k 99.18