iShares Russell 1000 Value Index shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $75M | 825k | 90.79 |
| 2024-06-30 | $116M | 662k | 174.47 |
| 2024-03-31 | $39M | 217k | 179.11 |
| 2023-12-31 | $318k | 1.9k | 165.24 |
| 2023-09-30 | $297k | 2.0k | 151.79 |
| 2023-06-30 | $312k | 2.0k | 157.83 |
| 2023-03-31 | $353k | 2.3k | 152.42 |
| 2022-12-31 | $217k | 1.4k | 151.43 |
| 2022-06-30 | $221k | 1.5k | 144.92 |
| 2022-03-31 | $258k | 1.6k | 166.02 |
| 2021-12-31 | $326k | 2.4k | 136.57 |
| 2021-06-30 | $316k | 2.0k | 158.55 |
| 2021-03-31 | $436k | 2.9k | 151.55 |
| 2020-12-31 | $299k | 2.2k | 136.72 |
| 2020-09-30 | $296k | 2.5k | 118.31 |
| 2020-06-30 | $345k | 3.1k | 112.56 |
| 2020-03-31 | $449k | 4.5k | 99.23 |
| 2019-12-31 | $922k | 6.8k | 136.43 |
| 2019-09-30 | $890k | 6.9k | 128.19 |
| 2019-06-30 | $900k | 7.1k | 127.24 |
| 2019-03-31 | $906k | 7.3k | 123.60 |
| 2018-09-30 | $225k | 1.8k | 126.40 |
| 2018-06-30 | $265k | 2.2k | 121.56 |
| 2018-03-31 | $296k | 2.5k | 119.94 |
| 2017-12-31 | $250k | 2.0k | 124.38 |
| 2017-06-30 | $267k | 2.3k | 116.34 |
| 2017-03-31 | $339k | 2.9k | 114.99 |
| 2016-12-31 | $330k | 2.9k | 111.94 |
| 2016-09-30 | $324k | 3.1k | 105.61 |
| 2016-06-30 | $327k | 3.2k | 103.22 |
| 2016-03-31 | $313k | 3.2k | 98.80 |
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