iShares Russell 1000 Value Index shares owned by MONECO Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.7k | 189.81 |
| 2024-06-30 | $988k | 5.7k | 174.48 |
| 2024-03-31 | $1.0M | 5.6k | 179.10 |
| 2023-12-31 | $884k | 5.4k | 165.25 |
| 2023-09-30 | $829k | 5.5k | 151.81 |
| 2023-06-30 | $856k | 5.4k | 157.82 |
| 2023-03-31 | $824k | 5.4k | 152.27 |
| 2022-12-31 | $800k | 5.3k | 151.64 |
| 2022-09-30 | $706k | 5.2k | 135.90 |
| 2022-06-30 | $812k | 5.6k | 145.03 |
| 2022-03-31 | $547k | 3.3k | 165.96 |
| 2021-12-31 | $550k | 3.3k | 164.82 |
| 2021-09-30 | $575k | 3.7k | 156.46 |
| 2021-06-30 | $608k | 3.8k | 158.75 |
| 2021-03-31 | $579k | 3.8k | 151.49 |
| 2020-12-31 | $531k | 3.8k | 141.41 |
| 2020-09-30 | $364k | 3.1k | 117.95 |
| 2020-06-30 | $340k | 3.0k | 112.47 |
| 2020-03-31 | $296k | 3.0k | 99.26 |
| 2019-12-31 | $411k | 3.0k | 138.52 |
| 2019-09-30 | $380k | 3.0k | 128.34 |
| 2019-06-30 | $375k | 3.0k | 127.12 |
| 2019-03-31 | $338k | 2.7k | 123.36 |
| 2018-12-31 | $305k | 2.7k | 110.99 |
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