iShares Russell 1000 Value Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 8.9k | 203.59 |
| 2025-06-30 | $1.7M | 8.9k | 194.23 |
| 2025-03-31 | $1.7M | 9.0k | 188.16 |
| 2024-12-31 | $1.7M | 9.1k | 185.13 |
| 2024-09-30 | $1.8M | 9.4k | 189.80 |
| 2024-06-30 | $1.7M | 9.7k | 174.47 |
| 2024-03-31 | $1.8M | 9.8k | 179.11 |
| 2023-12-31 | $1.6M | 9.8k | 165.25 |
| 2023-09-30 | $1.6M | 11k | 151.82 |
| 2023-06-30 | $1.7M | 11k | 157.83 |
| 2023-03-31 | $1.6M | 11k | 152.26 |
| 2022-12-31 | $1.6M | 11k | 146.33 |
| 2022-09-30 | $1.5M | 11k | 136.02 |
| 2022-06-30 | $1.6M | 11k | 140.03 |
| 2022-03-31 | $1.9M | 11k | 166.05 |
| 2021-12-31 | $1.9M | 11k | 167.90 |
| 2021-09-30 | $1.8M | 12k | 156.53 |
| 2021-06-30 | $1.8M | 12k | 158.58 |
| 2021-03-31 | $1.8M | 12k | 151.59 |
| 2020-12-31 | $1.7M | 12k | 136.75 |
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