iShares Russell 1000 Value Index shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $755k | 4.0k | 189.80 |
| 2024-06-30 | $717k | 4.1k | 174.47 |
| 2024-03-31 | $641k | 3.6k | 179.11 |
| 2023-12-31 | $591k | 3.6k | 165.25 |
| 2023-09-30 | $582k | 3.8k | 151.82 |
| 2023-06-30 | $684k | 4.3k | 157.83 |
| 2023-03-31 | $640k | 4.2k | 152.26 |
| 2022-12-31 | $637k | 4.2k | 151.65 |
| 2022-09-30 | $571k | 4.2k | 135.95 |
| 2022-06-30 | $630k | 4.3k | 145.06 |
| 2022-03-31 | $741k | 4.5k | 165.99 |
| 2021-12-31 | $798k | 4.8k | 167.93 |
| 2021-09-30 | $744k | 4.8k | 156.57 |
| 2021-06-30 | $754k | 4.8k | 158.67 |
| 2021-03-31 | $720k | 4.8k | 151.52 |
| 2020-12-31 | $571k | 4.2k | 136.70 |
| 2020-09-30 | $417k | 3.5k | 118.23 |
| 2020-06-30 | $436k | 3.9k | 112.60 |
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