iShares Russell 1000 Value Index shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $704k | 3.7k | 189.80 |
| 2024-06-30 | $492k | 2.8k | 174.47 |
| 2024-03-31 | $505k | 2.8k | 179.11 |
| 2023-12-31 | $298k | 1.8k | 165.25 |
| 2023-09-30 | $274k | 1.8k | 151.82 |
| 2023-06-30 | $296k | 1.9k | 157.83 |
| 2023-03-31 | $288k | 1.9k | 152.26 |
| 2022-12-31 | $287k | 1.9k | 151.65 |
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