iShares Russell 1000 Value Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $322k | 1.8k | 174.47 |
| 2024-03-31 | $330k | 1.8k | 179.11 |
| 2023-12-31 | $305k | 1.8k | 165.25 |
| 2023-09-30 | $280k | 1.8k | 151.82 |
| 2023-06-30 | $291k | 1.8k | 157.83 |
| 2023-03-31 | $304k | 2.0k | 152.26 |
| 2022-12-31 | $306k | 2.0k | 151.56 |
| 2022-09-30 | $281k | 2.1k | 135.95 |
| 2022-06-30 | $267k | 1.8k | 144.79 |
| 2022-03-31 | $306k | 1.8k | 165.94 |
| 2021-03-31 | $282k | 1.9k | 151.69 |
| 2020-12-31 | $258k | 1.9k | 136.58 |
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