iShares Russell 1000 Value Index shares owned by Private Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $249k | 1.5k | 165.25 |
| 2023-09-30 | $229k | 1.5k | 151.82 |
| 2023-06-30 | $238k | 1.5k | 157.83 |
| 2023-03-31 | $321k | 2.1k | 152.26 |
| 2020-12-31 | $297k | 2.2k | 136.80 |
| 2020-09-30 | $256k | 2.2k | 117.92 |
| 2020-06-30 | $244k | 2.2k | 112.39 |
| 2020-03-31 | $250k | 2.5k | 99.36 |
| 2019-12-31 | $343k | 2.5k | 136.33 |
| 2019-09-30 | $323k | 2.5k | 128.38 |
| 2019-06-30 | $320k | 2.5k | 127.19 |
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