iShares Russell 1000 Value Index shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings 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 PBWM Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $13M | 82k | 152.26 |
| 2022-12-31 | $12M | 81k | 151.65 |
| 2022-09-30 | $11M | 78k | 135.99 |
| 2022-06-30 | $12M | 81k | 144.98 |
| 2022-03-31 | $14M | 81k | 165.97 |
| 2021-12-31 | $13M | 78k | 167.93 |
| 2021-09-30 | $13M | 81k | 156.51 |
| 2021-06-30 | $13M | 84k | 158.62 |
| 2021-03-31 | $13M | 85k | 151.55 |
| 2020-12-31 | $11M | 77k | 136.73 |
| 2020-09-30 | $9.5M | 80k | 118.12 |
| 2020-06-30 | $11M | 100k | 112.62 |
| 2020-03-31 | $7.4M | 75k | 99.17 |
| 2019-12-31 | $6.6M | 49k | 136.49 |
| 2019-09-30 | $6.2M | 49k | 128.25 |
| 2019-06-30 | $5.5M | 43k | 127.21 |
| 2019-03-31 | $5.4M | 43k | 123.49 |
| 2018-12-31 | $4.8M | 44k | 111.05 |
| 2018-09-30 | $5.4M | 43k | 126.62 |
| 2018-06-30 | $5.2M | 43k | 121.38 |
| 2018-03-31 | $5.1M | 43k | 119.97 |
| 2017-12-31 | $5.3M | 43k | 124.33 |
| 2017-09-30 | $5.1M | 43k | 118.52 |
| 2017-06-30 | $4.9M | 42k | 116.42 |
| 2017-03-31 | $4.9M | 43k | 114.94 |
| 2016-12-31 | $4.8M | 43k | 112.03 |
| 2016-09-30 | $4.7M | 44k | 105.62 |
| 2016-06-30 | $4.3M | 41k | 103.22 |
| 2016-03-31 | $4.3M | 43k | 98.79 |
| 2015-12-31 | $4.3M | 44k | 97.87 |
| 2015-03-31 | $2.7k | 278 | 9.71 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index