iShares Russell 1000 Value Index shares owned by Pathstone Family Office
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $40M | 5.0M | 8.00 |
| 2023-06-30 | $33M | 208k | 157.83 |
| 2023-03-31 | $32M | 212k | 152.26 |
| 2022-12-31 | $43M | 214k | 202.75 |
| 2022-09-30 | $47M | 343k | 135.99 |
| 2022-06-30 | $46M | 317k | 144.97 |
| 2022-03-31 | $18M | 106k | 166.03 |
| 2021-12-31 | $19M | 111k | 170.94 |
| 2021-09-30 | $15M | 98k | 156.50 |
| 2021-06-30 | $19M | 120k | 158.62 |
| 2021-03-31 | $18M | 116k | 151.55 |
| 2020-12-31 | $15M | 111k | 136.72 |
| 2020-09-30 | $13M | 111k | 118.10 |
| 2020-06-30 | $4.6M | 40k | 112.62 |
| 2020-03-31 | $4.8M | 48k | 99.15 |
| 2019-12-31 | $3.6M | 2.7k | 1364.77 |
| 2019-09-30 | $339k | 2.7k | 127.92 |
| 2019-06-30 | $330k | 2.6k | 127.22 |
| 2019-03-31 | $225k | 1.8k | 123.36 |
| 2018-12-31 | $115k | 1.0k | 111.11 |
| 2018-09-30 | $224k | 1.8k | 126.55 |
| 2018-06-30 | $235k | 1.8k | 132.77 |
| 2018-03-31 | $104k | 870 | 119.54 |
| 2017-06-30 | $102k | 870 | 117.24 |
| 2017-03-31 | $101k | 870 | 116.09 |
| 2014-03-31 | $9.0k | 89 | 101.12 |
| 2013-12-31 | $10k | 99 | 101.01 |
| 2013-09-30 | $8.0k | 99 | 80.81 |
| 2013-06-30 | $8.0k | 99 | 80.81 |
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