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iShares Russell 1000 Value Index shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates 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 Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 11k 165.79
2023-09-30 $1.6M 11k 150.17
2023-06-30 $1.7M 11k 163.06
2023-03-31 $1.6M 11k 149.52
2022-12-31 $1.7M 11k 159.45
2022-09-30 $1.6M 11k 142.84
2022-06-30 $1.7M 11k 150.51
2022-03-31 $1.8M 11k 164.85
2021-12-31 $1.8M 11k 167.91
2021-09-30 $1.8M 11k 162.22
2021-06-30 $1.7M 11k 157.10
2021-03-31 $1.8M 12k 154.00
2020-12-31 $1.5M 11k 136.70
2020-06-30 $314k 2.8k 112.59
2020-03-31 $275k 2.8k 99.21
2019-12-31 $403k 3.0k 136.38
2019-09-30 $319k 2.5k 128.32
2019-06-30 $314k 2.5k 127.13
2019-03-31 $303k 2.5k 123.37
2018-12-31 $327k 2.6k 126.55
2018-09-30 $327k 2.6k 126.55
2018-06-30 $310k 2.6k 121.47
2018-03-31 $332k 2.8k 120.03
2017-12-31 $528k 9.8k 53.91
2017-09-30 $324k 2.7k 118.38
2017-06-30 $315k 2.7k 116.45
2017-03-31 $330k 2.9k 115.02