iShares Russell 1000 Value Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.9k | 179.11 |
| 2023-12-31 | $2.1M | 13k | 165.25 |
| 2023-09-30 | $2.0M | 13k | 151.82 |
| 2023-06-30 | $2.1M | 13k | 157.83 |
| 2023-03-31 | $2.0M | 13k | 152.26 |
| 2022-12-31 | $2.1M | 14k | 151.65 |
| 2022-09-30 | $2.0M | 14k | 136.01 |
| 2022-06-30 | $2.3M | 16k | 144.98 |
| 2022-03-31 | $2.7M | 16k | 165.97 |
| 2021-12-31 | $2.8M | 16k | 167.91 |
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