iShares Russell 1000 Value Index shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 37k | 189.80 |
| 2024-06-30 | $6.6M | 38k | 174.47 |
| 2024-03-31 | $11M | 61k | 179.11 |
| 2023-12-31 | $10M | 63k | 165.25 |
| 2023-09-30 | $10M | 67k | 151.82 |
| 2023-06-30 | $11M | 68k | 157.83 |
| 2023-03-31 | $11M | 69k | 152.26 |
| 2022-12-31 | $12M | 79k | 151.65 |
| 2022-09-30 | $11M | 78k | 137.44 |
| 2022-06-30 | $12M | 81k | 144.97 |
| 2022-03-31 | $19M | 113k | 165.98 |
| 2021-12-31 | $18M | 104k | 167.93 |
| 2021-09-30 | $27M | 170k | 156.51 |
| 2021-06-30 | $25M | 158k | 158.62 |
| 2021-03-31 | $8.2M | 54k | 151.56 |
| 2020-12-31 | $6.7M | 49k | 136.72 |
| 2020-09-30 | $5.5M | 46k | 118.13 |
| 2020-06-30 | $4.8M | 43k | 112.61 |
| 2020-03-31 | $5.1M | 51k | 99.18 |
| 2019-12-31 | $7.4M | 54k | 136.47 |
| 2019-09-30 | $6.8M | 53k | 128.25 |
| 2019-06-30 | $6.9M | 54k | 127.22 |
| 2019-03-31 | $8.0M | 65k | 123.50 |
| 2018-12-31 | $7.4M | 66k | 111.06 |
| 2018-09-30 | $7.6M | 60k | 126.62 |
| 2018-06-30 | $7.3M | 60k | 121.37 |
| 2018-03-31 | $6.6M | 55k | 119.95 |
| 2017-12-31 | $6.9M | 55k | 124.34 |
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