iShares Russell 1000 Value Index shares owned by Richard W. Paul & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Richard W. Paul & Associates
from 13F filings
Historical chart of Richard W. Paul & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Richard W. Paul & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 61 | 203.59 |
| 2025-06-30 | $25k | 126 | 194.23 |
| 2025-03-31 | $23k | 122 | 188.16 |
| 2024-12-31 | $47k | 253 | 185.13 |
| 2024-09-30 | $53k | 279 | 189.80 |
| 2024-06-30 | $50k | 288 | 174.47 |
| 2024-03-31 | $67k | 373 | 179.10 |
| 2023-12-31 | $91k | 553 | 165.18 |
| 2023-09-30 | $109k | 720 | 151.82 |
| 2023-06-30 | $117k | 744 | 157.83 |
| 2023-03-31 | $111k | 730 | 152.26 |
| 2022-12-31 | $111k | 733 | 151.65 |
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