iShares Russell 1000 Value Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 20k | 179.11 |
| 2024-06-30 | $3.5M | 20k | 174.47 |
| 2024-03-31 | $3.6M | 20k | 179.11 |
| 2023-12-31 | $3.5M | 21k | 165.25 |
| 2023-09-30 | $3.1M | 20k | 151.82 |
| 2023-06-30 | $6.7M | 43k | 157.83 |
| 2023-03-31 | $6.5M | 43k | 151.69 |
| 2022-12-31 | $6.5M | 43k | 151.65 |
| 2022-09-30 | $5.9M | 43k | 135.99 |
| 2022-06-30 | $6.3M | 43k | 144.97 |
| 2022-03-31 | $7.2M | 43k | 165.96 |
| 2021-12-31 | $7.3M | 43k | 167.93 |
| 2021-09-30 | $6.7M | 43k | 156.51 |
| 2021-06-30 | $6.8M | 43k | 158.62 |
| 2021-03-31 | $6.5M | 43k | 151.55 |
| 2020-12-31 | $5.7M | 42k | 136.74 |
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