iShares Russell 1000 Value Index shares owned by Mb, Levis & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mb, Levis & Associates
from 13F filings
Historical chart of Mb, Levis & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mb, Levis & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 164 | 203.59 |
| 2025-06-30 | $32k | 164 | 194.23 |
| 2025-03-31 | $31k | 164 | 188.16 |
| 2024-12-31 | $30k | 164 | 185.13 |
| 2024-09-30 | $31k | 164 | 189.80 |
| 2024-06-30 | $29k | 164 | 174.47 |
| 2024-03-31 | $29k | 164 | 179.11 |
| 2023-12-31 | $45k | 274 | 165.25 |
| 2023-09-30 | $42k | 274 | 151.82 |
| 2023-06-30 | $43k | 274 | 157.83 |
| 2023-03-31 | $42k | 274 | 152.26 |
| 2022-12-31 | $42k | 274 | 151.65 |
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