iShares Russell 1000 Value Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 25k | 165.25 |
| 2023-09-30 | $3.6M | 24k | 151.82 |
| 2023-06-30 | $3.8M | 24k | 157.83 |
| 2023-03-31 | $3.7M | 24k | 152.26 |
| 2022-12-31 | $5.2M | 34k | 151.65 |
| 2022-09-30 | $11M | 78k | 136.02 |
| 2022-06-30 | $11M | 78k | 144.96 |
| 2022-03-31 | $7.9M | 48k | 165.97 |
| 2021-12-31 | $5.5M | 33k | 167.94 |
| 2021-09-30 | $5.3M | 34k | 156.52 |
| 2021-06-30 | $5.0M | 32k | 158.61 |
| 2021-03-31 | $4.7M | 31k | 151.53 |
| 2020-12-31 | $4.4M | 32k | 136.72 |
| 2020-09-30 | $3.9M | 33k | 118.10 |
| 2020-06-30 | $3.8M | 34k | 112.59 |
| 2020-03-31 | $3.3M | 33k | 99.15 |
| 2019-12-31 | $2.5M | 18k | 136.45 |
| 2019-09-30 | $2.4M | 19k | 128.23 |
| 2019-06-30 | $2.4M | 19k | 127.25 |
| 2019-03-31 | $2.4M | 19k | 123.49 |
| 2018-12-31 | $2.1M | 19k | 111.02 |
| 2018-09-30 | $1.2M | 9.4k | 126.67 |
| 2018-06-30 | $1.2M | 9.8k | 121.43 |
| 2018-03-31 | $1.2M | 10k | 119.98 |
| 2017-12-31 | $2.1M | 17k | 124.32 |
More positions owned by Pinnacle Wealth Planning Services
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