iShares Russell 1000 Value Index shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $4.2M | 35k | 118.14 |
| 2020-06-30 | $4.1M | 37k | 112.62 |
| 2020-03-31 | $3.6M | 37k | 99.17 |
| 2019-12-31 | $5.1M | 37k | 136.49 |
| 2019-09-30 | $4.9M | 38k | 128.26 |
| 2019-06-30 | $5.0M | 39k | 127.21 |
| 2019-03-31 | $4.9M | 40k | 123.50 |
| 2018-12-31 | $5.2M | 41k | 126.63 |
| 2018-09-30 | $5.2M | 41k | 126.61 |
| 2018-06-30 | $5.0M | 42k | 121.37 |
| 2018-03-31 | $5.1M | 42k | 119.97 |
| 2017-12-31 | $5.1M | 43k | 118.51 |
| 2017-09-30 | $5.1M | 43k | 118.51 |
| 2017-06-30 | $5.1M | 43k | 116.43 |
| 2017-03-31 | $5.0M | 43k | 114.94 |
| 2016-12-31 | $4.7M | 42k | 112.03 |
| 2016-09-30 | $4.5M | 43k | 105.61 |
| 2016-06-30 | $4.5M | 44k | 103.22 |
| 2016-03-31 | $4.3M | 44k | 98.81 |
| 2015-12-31 | $4.3M | 44k | 97.87 |
| 2015-09-30 | $4.3M | 46k | 93.29 |
| 2015-06-30 | $5.4M | 52k | 103.15 |
| 2015-03-31 | $12M | 113k | 103.08 |
| 2014-12-31 | $12M | 113k | 104.40 |
| 2014-09-30 | $12M | 123k | 100.09 |
| 2014-06-30 | $12M | 123k | 101.27 |
| 2014-03-31 | $12M | 124k | 96.50 |
| 2013-12-31 | $12M | 128k | 94.17 |
| 2013-09-30 | $11M | 126k | 86.20 |
| 2013-06-30 | $1.1M | 13k | 83.77 |
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