iShares Russell 1000 Value Index shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by Procyon Private Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.7M | 15k | 179.11 |
2023-12-31 | $2.5M | 15k | 165.25 |
2023-09-30 | $2.3M | 15k | 151.82 |
2023-06-30 | $2.4M | 15k | 157.83 |
2023-03-31 | $2.7M | 18k | 152.26 |
2022-12-31 | $2.7M | 18k | 151.65 |
2022-09-30 | $2.2M | 16k | 135.99 |
2022-06-30 | $2.5M | 17k | 144.95 |
2022-03-31 | $3.9M | 24k | 165.99 |
2021-12-31 | $4.1M | 24k | 167.94 |
2021-09-30 | $3.8M | 25k | 156.59 |
2021-06-30 | $4.8M | 30k | 158.57 |
2021-03-31 | $902k | 6.0k | 151.55 |
2020-12-31 | $793k | 5.8k | 136.79 |
2020-09-30 | $425k | 3.6k | 117.92 |
2020-06-30 | $400k | 3.6k | 112.52 |
2020-03-31 | $437k | 4.4k | 99.25 |
2019-12-31 | $639k | 4.7k | 136.45 |
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