iShares Russell 1000 Value Index shares owned by Mcdonald Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Mcdonald Partners
from 13F filings
Historical chart of Mcdonald Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mcdonald Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $377k | 1.9k | 203.59 |
| 2025-06-30 | $372k | 1.9k | 194.27 |
| 2025-03-31 | $360k | 1.9k | 188.20 |
| 2024-12-31 | $355k | 1.9k | 185.17 |
| 2024-09-30 | $364k | 1.9k | 189.84 |
| 2024-06-30 | $334k | 1.9k | 174.51 |
| 2024-03-31 | $345k | 1.9k | 179.15 |
| 2023-12-31 | $318k | 1.9k | 165.29 |
| 2023-09-30 | $270k | 1.8k | 151.86 |
| 2023-06-30 | $280k | 1.8k | 157.87 |
| 2023-03-31 | $271k | 1.8k | 152.30 |
| 2022-12-31 | $269k | 1.8k | 151.69 |
| 2022-09-30 | $242k | 1.8k | 136.26 |
| 2022-06-30 | $1.4M | 9.4k | 144.99 |
| 2022-03-31 | $1.8M | 11k | 165.97 |
| 2021-12-31 | $44k | 260 | 167.93 |
| 2021-09-30 | $1.8M | 12k | 156.51 |
| 2021-06-30 | $1.8M | 12k | 158.66 |
| 2021-03-31 | $1.8M | 12k | 151.59 |
| 2020-12-31 | $687k | 5.0k | 136.83 |
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