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iShares Russell 1000 Value Index shares owned by Maryland Capital Advisors

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

Historical chart of Maryland Capital 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 Maryland Capital 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 Maryland Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 9.0k 179.11
2023-12-31 $1.5M 9.0k 165.25
2023-09-30 $1.5M 9.6k 151.82
2023-06-30 $1.5M 9.7k 157.83
2023-03-31 $1.5M 9.7k 152.26
2022-12-31 $1.5M 10k 151.65
2022-09-30 $1.4M 10k 135.99
2022-06-30 $1.4M 10k 144.97
2022-03-31 $1.7M 10k 165.98
2021-12-31 $1.7M 10k 167.88