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iShares Russell 1000 Value Index shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital Investment Advisors 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 Prime Capital Investment Advisors 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 13k 165.24
2023-09-30 $1.5M 10k 151.81
2023-06-30 $1.2M 7.9k 157.82
2023-03-31 $1.1M 7.2k 152.25
2022-12-31 $932k 6.1k 151.65
2022-09-30 $641k 4.7k 136.04
2022-06-30 $488k 3.4k 144.89
2022-03-31 $982k 5.8k 167.98
2021-12-31 $982k 5.8k 167.98
2021-09-30 $542k 3.5k 156.60
2021-06-30 $616k 3.9k 158.68
2021-03-31 $371k 2.4k 151.61
2020-12-31 $335k 2.4k 136.90
2020-09-30 $289k 2.4k 118.10
2020-06-30 $267k 2.4k 112.47
2020-03-31 $163k 1.6k 98.97
2018-12-31 $11k 99 111.11