iShares Russell 1000 Value Index shares owned by Peloton Wealth Strategists
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Peloton Wealth Strategists
from 13F filings
Historical chart of Peloton Wealth Strategists investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Peloton Wealth Strategists
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 9.3k | 189.77 |
| 2024-06-30 | $1.6M | 9.2k | 174.49 |
| 2024-03-31 | $1.7M | 9.4k | 179.15 |
| 2023-12-31 | $1.4M | 8.8k | 165.22 |
| 2021-09-30 | $1.6M | 10k | 156.55 |
| 2021-06-30 | $1.6M | 10k | 158.60 |
| 2021-03-31 | $1.5M | 9.8k | 151.50 |
| 2020-12-31 | $1.2M | 9.0k | 136.68 |
| 2020-09-30 | $1.6M | 14k | 118.12 |
| 2020-06-30 | $1.6M | 14k | 112.61 |
| 2020-03-31 | $1.4M | 15k | 99.16 |
| 2019-12-31 | $1.5M | 11k | 136.52 |
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