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iShares Russell 1000 Value Index shares owned by Laurel Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Laurel Wealth Advisors from 13F filings

Historical chart of Laurel Wealth Advisors 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 Laurel Wealth Advisors 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 Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.5M 10k 151.66
2022-09-30 $1.4M 11k 135.94
2022-06-30 $1.5M 11k 144.97
2022-03-31 $1.8M 11k 165.98
2021-12-31 $5.3M 32k 167.95
2021-09-30 $1.8M 12k 156.50
2021-06-30 $1.8M 12k 158.56
2021-03-31 $1.7M 11k 151.57
2020-12-31 $1.6M 12k 136.70
2020-09-30 $1.4M 12k 118.09
2020-06-30 $1.4M 13k 112.66
2020-03-31 $1.2M 12k 99.21
2019-12-31 $1.7M 13k 136.49
2019-09-30 $1.6M 12k 128.24
2019-06-30 $1.4M 11k 127.19
2019-03-31 $423k 3.4k 123.40
2018-12-31 $380k 3.4k 110.85
2018-09-30 $244k 1.9k 126.56
2018-06-30 $234k 1.9k 121.37
2018-03-31 $231k 1.9k 119.81
2017-12-31 $239k 1.9k 123.96
2017-09-30 $228k 1.9k 118.26
2017-06-30 $247k 2.1k 116.13
2017-03-31 $204k 1.8k 114.41
2016-09-30 $203k 1.9k 105.84
2015-12-31 $207k 2.1k 97.64