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iShares Russell 1000 Value Index shares owned by Retirement Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Retirement Group from 13F filings

Historical chart of Retirement Group 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 Retirement Group 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 Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 160 179.11
2023-12-31 $26k 160 165.25
2023-09-30 $24k 160 151.82
2023-06-30 $25k 160 157.83
2023-03-31 $24k 160 150.00
2022-12-31 $24k 160 150.00
2022-09-30 $2.0k 13 153.85
2022-06-30 $25k 173 144.51
2022-03-31 $29k 173 167.63
2021-12-31 $29k 173 167.63
2021-09-30 $27k 173 156.07
2021-06-30 $27k 173 156.07
2021-03-31 $2.0k 13 153.85
2020-12-31 $1.0k 13 76.92
2020-09-30 $83k 360 230.56
2020-06-30 $1.0k 13 76.92
2019-12-31 $2.0k 13 153.85