iShares Russell 1000 Value Index shares owned by Relative Value Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $585k | 3.4k | 174.48 |
| 2024-03-31 | $22M | 133k | 165.35 |
| 2023-12-31 | $22M | 134k | 165.25 |
| 2023-09-30 | $22M | 143k | 151.82 |
| 2023-06-30 | $25M | 156k | 157.83 |
| 2023-03-31 | $21M | 139k | 152.26 |
| 2022-12-31 | $17M | 115k | 151.65 |
| 2022-09-30 | $13M | 95k | 136.49 |
| 2022-06-30 | $11M | 73k | 154.19 |
| 2022-03-31 | $9.0M | 55k | 165.99 |
| 2021-12-31 | $8.4M | 50k | 167.93 |
| 2021-09-30 | $7.1M | 45k | 156.51 |
| 2021-06-30 | $6.6M | 42k | 158.62 |
| 2021-03-31 | $5.1M | 34k | 151.54 |
| 2020-12-31 | $2.2M | 16k | 136.70 |
| 2020-09-30 | $1.5M | 13k | 118.16 |
| 2020-06-30 | $1.5M | 13k | 112.64 |
| 2020-03-31 | $1.1M | 11k | 99.11 |
| 2019-12-31 | $707k | 5.2k | 136.51 |
| 2019-09-30 | $275k | 2.1k | 128.09 |
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