iShares Russell 1000 Value Index shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10k | 55 | 189.80 |
| 2019-09-30 | $33k | 261 | 126.44 |
| 2019-06-30 | $33k | 261 | 126.44 |
| 2019-03-31 | $32k | 261 | 122.61 |
| 2018-12-31 | $29k | 261 | 111.11 |
| 2018-09-30 | $33k | 261 | 126.44 |
| 2018-06-30 | $32k | 261 | 122.61 |
| 2018-03-31 | $31k | 261 | 118.77 |
| 2017-12-31 | $32k | 261 | 122.61 |
| 2017-09-30 | $31k | 261 | 118.77 |
| 2017-06-30 | $30k | 261 | 114.94 |
| 2017-03-31 | $30k | 262 | 114.50 |
| 2016-12-31 | $29k | 261 | 111.11 |
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