iShares Russell 1000 Value Index shares owned by Poehling Capital Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Poehling Capital Management
from 13F filings
Historical chart of Poehling Capital Management investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Poehling Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Poehling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $350k | 1.9k | 185.13 |
| 2024-09-30 | $359k | 1.9k | 189.80 |
| 2024-06-30 | $330k | 1.9k | 174.47 |
| 2024-03-31 | $338k | 1.9k | 179.11 |
| 2023-09-30 | $233k | 1.5k | 151.82 |
| 2023-06-30 | $242k | 1.5k | 157.83 |
| 2023-03-31 | $234k | 1.5k | 152.26 |
| 2022-12-31 | $233k | 1.5k | 151.65 |
| 2022-09-30 | $209k | 1.5k | 136.25 |
| 2022-06-30 | $222k | 1.5k | 144.72 |
| 2022-03-31 | $2.3M | 14k | 165.95 |
| 2021-12-31 | $254k | 1.5k | 167.66 |
| 2021-09-30 | $237k | 1.5k | 156.44 |
| 2021-06-30 | $240k | 1.5k | 158.42 |
| 2021-03-31 | $230k | 1.5k | 151.82 |
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