iShares Russell 1000 Value Index shares owned by Monetary Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Monetary Management
from 13F filings
Historical chart of Monetary Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Monetary Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.8M | 25k | 151.82 |
| 2023-06-30 | $3.9M | 25k | 157.83 |
| 2023-03-31 | $3.3M | 22k | 152.26 |
| 2022-12-31 | $3.5M | 23k | 151.98 |
| 2022-09-30 | $3.2M | 23k | 135.99 |
| 2022-06-30 | $3.4M | 24k | 144.96 |
| 2022-03-31 | $3.9M | 24k | 165.99 |
| 2021-12-31 | $4.0M | 24k | 167.91 |
| 2021-09-30 | $3.7M | 24k | 156.51 |
| 2021-06-30 | $2.6M | 17k | 158.61 |
| 2021-03-31 | $2.5M | 17k | 151.54 |
| 2020-12-31 | $2.1M | 16k | 136.70 |
| 2020-09-30 | $1.8M | 16k | 118.10 |
| 2020-06-30 | $1.9M | 17k | 112.60 |
| 2020-03-31 | $2.2M | 22k | 99.19 |
| 2019-12-31 | $2.3M | 17k | 136.46 |
| 2019-09-30 | $2.2M | 17k | 128.26 |
| 2019-06-30 | $2.2M | 17k | 127.21 |
| 2019-03-31 | $2.3M | 18k | 123.46 |
| 2018-12-31 | $2.2M | 20k | 111.04 |
| 2018-09-30 | $2.2M | 17k | 126.64 |
| 2018-06-30 | $2.0M | 17k | 121.36 |
| 2018-03-31 | $2.0M | 17k | 119.94 |
| 2017-12-31 | $2.1M | 17k | 124.35 |
| 2017-09-30 | $1.9M | 16k | 118.53 |
| 2017-06-30 | $1.8M | 16k | 116.43 |
| 2017-03-31 | $1.8M | 15k | 114.91 |
| 2016-12-31 | $1.9M | 17k | 112.04 |
| 2016-09-30 | $1.8M | 17k | 105.61 |
| 2016-06-30 | $1.6M | 16k | 103.21 |
| 2016-03-31 | $1.4M | 14k | 98.81 |
| 2015-12-31 | $748k | 7.6k | 97.84 |
| 2015-09-30 | $620k | 6.6k | 93.30 |
| 2015-06-30 | $801k | 7.8k | 103.09 |
| 2015-03-31 | $994k | 9.6k | 103.06 |
| 2014-12-31 | $762k | 7.3k | 104.46 |
| 2014-09-30 | $720k | 7.2k | 100.07 |
| 2014-06-30 | $711k | 7.0k | 101.28 |
| 2014-03-31 | $787k | 8.2k | 96.51 |
| 2013-12-31 | $662k | 7.0k | 94.17 |
| 2013-09-30 | $763k | 8.9k | 86.17 |
| 2013-06-30 | $664k | 7.9k | 83.73 |
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