iShares Russell 1000 Value Index shares owned by McCarthy & Cox
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by McCarthy & Cox
from 13F filings
Historical chart of McCarthy & Cox 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 McCarthy & Cox consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by McCarthy & Cox
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 2.1k | 203.58 |
| 2025-06-30 | $405k | 2.1k | 194.21 |
| 2025-03-31 | $393k | 2.1k | 188.13 |
| 2024-12-31 | $424k | 2.3k | 185.14 |
| 2024-09-30 | $434k | 2.3k | 189.77 |
| 2024-06-30 | $398k | 2.3k | 174.48 |
| 2024-03-31 | $409k | 2.3k | 179.13 |
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