Plan »

iShares Russell 1000 Value Index shares owned by Plan

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Plan from 13F filings

Historical chart of Plan 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 Plan consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Plan

Quarter filed Position value Share count Share price at filing
2024-09-30 $535k 2.8k 189.83
2024-06-30 $492k 2.8k 174.50
2024-03-31 $505k 2.8k 179.14
2023-12-31 $471k 2.9k 165.28
2023-09-30 $418k 2.8k 151.85
2023-06-30 $434k 2.8k 157.86
2023-03-31 $419k 2.8k 152.29
2022-12-31 $417k 2.8k 151.68
2022-09-30 $374k 2.8k 136.00
2022-06-30 $399k 2.8k 145.09
2022-03-31 $575k 3.5k 165.95
2021-12-31 $227k 1.4k 167.78
2019-12-31 $504k 3.7k 136.44
2019-09-30 $493k 3.8k 128.25
2019-06-30 $489k 3.8k 127.21
2019-03-31 $475k 3.8k 123.57
2018-12-31 $381k 3.4k 111.18
2018-09-30 $454k 3.6k 126.71