iShares Russell 1000 Value Index shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Pasadena Private Wealth 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 Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $413k | 2.2k | 189.80 |
| 2024-06-30 | $380k | 2.2k | 174.47 |
| 2024-03-31 | $390k | 2.2k | 179.11 |
| 2023-12-31 | $360k | 2.2k | 165.25 |
| 2023-09-30 | $331k | 2.2k | 151.82 |
| 2023-06-30 | $393k | 2.5k | 157.83 |
| 2023-03-31 | $392k | 2.6k | 152.26 |
| 2022-12-31 | $390k | 2.6k | 151.65 |
| 2022-09-30 | $350k | 2.6k | 136.08 |
| 2022-06-30 | $373k | 2.6k | 145.02 |
| 2022-03-31 | $431k | 2.6k | 166.15 |
| 2021-12-31 | $360k | 2.1k | 167.83 |
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