iShares Russell 1000 Value Index shares owned by Rodgers & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Rodgers & Associates
from 13F filings
Historical chart of Rodgers & Associates 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 Rodgers & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Value Index by Rodgers & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 4.0k | 203.59 |
| 2025-06-30 | $791k | 4.1k | 194.23 |
| 2025-03-31 | $721k | 3.8k | 188.16 |
| 2024-12-31 | $697k | 3.8k | 185.13 |
| 2024-09-30 | $713k | 3.8k | 189.80 |
| 2024-06-30 | $670k | 3.8k | 174.47 |
| 2024-03-31 | $684k | 3.8k | 179.11 |
| 2023-12-31 | $602k | 3.6k | 165.25 |
| 2023-09-30 | $258k | 1.7k | 151.82 |
| 2021-12-31 | $208k | 1.2k | 167.61 |
| 2021-09-30 | $210k | 1.3k | 156.60 |
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