iShares Russell 1000 Value Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners 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 Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $363k | 2.0k | 179.11 |
| 2023-12-31 | $391k | 2.4k | 165.25 |
| 2023-09-30 | $389k | 2.6k | 151.82 |
| 2023-06-30 | $404k | 2.6k | 157.63 |
| 2022-12-31 | $205k | 1.4k | 151.65 |
| 2022-09-30 | $203k | 1.5k | 135.70 |
| 2022-06-30 | $205k | 1.4k | 144.98 |
| 2022-03-31 | $235k | 1.4k | 166.20 |
| 2021-12-31 | $237k | 1.4k | 167.61 |
More positions owned by Perfromance Wealth Partners
View all positions for Perfromance Wealth Partners
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index