iShares Russell 1000 Value Index shares owned by Paradigm Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Paradigm Financial Advisors
from 13F filings
Historical chart of Paradigm Financial Advisors investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Paradigm Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Paradigm Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $359k | 2.1k | 167.84 |
2021-09-30 | $331k | 2.1k | 156.35 |
2021-06-30 | $386k | 2.4k | 158.72 |
2021-03-31 | $433k | 2.9k | 151.61 |
2020-12-31 | $296k | 2.2k | 136.97 |
2020-09-30 | $254k | 2.2k | 118.03 |
2020-06-30 | $241k | 2.1k | 112.67 |
2020-03-31 | $269k | 2.7k | 99.12 |
2019-12-31 | $370k | 2.7k | 136.33 |
2019-09-30 | $343k | 2.7k | 128.27 |
2019-06-30 | $414k | 3.3k | 127.31 |
2019-03-31 | $436k | 3.5k | 123.51 |
2018-12-31 | $390k | 3.5k | 111.08 |
2018-09-30 | $428k | 3.4k | 126.33 |
2018-06-30 | $478k | 3.9k | 121.20 |
2018-03-31 | $545k | 4.5k | 119.83 |
2017-12-31 | $565k | 4.5k | 124.23 |
2017-09-30 | $538k | 4.5k | 118.29 |
2017-06-30 | $530k | 4.5k | 116.53 |
2017-03-31 | $587k | 5.1k | 114.83 |
2016-12-31 | $572k | 5.1k | 111.89 |
2016-09-30 | $694k | 6.6k | 105.58 |
2016-06-30 | $678k | 6.6k | 103.15 |
2016-03-31 | $697k | 7.1k | 98.70 |
2015-12-31 | $568k | 5.8k | 97.81 |
2015-09-30 | $541k | 5.8k | 93.16 |
2015-06-30 | $559k | 5.4k | 103.10 |
2015-03-31 | $558k | 5.4k | 102.91 |
2014-12-31 | $566k | 5.4k | 104.39 |
2014-09-30 | $542k | 5.4k | 99.96 |
2014-06-30 | $549k | 5.4k | 101.25 |
2014-03-31 | $727k | 7.5k | 96.50 |
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