iShares Russell 1000 Value Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 83k | 189.80 |
| 2024-06-30 | $14M | 79k | 174.47 |
| 2024-03-31 | $14M | 79k | 179.11 |
| 2023-12-31 | $13M | 77k | 165.25 |
| 2023-09-30 | $12M | 76k | 151.82 |
| 2023-06-30 | $12M | 78k | 157.83 |
| 2023-03-31 | $12M | 76k | 152.26 |
| 2022-12-31 | $11M | 74k | 151.65 |
| 2022-09-30 | $10M | 74k | 135.99 |
| 2022-06-30 | $12M | 80k | 144.98 |
| 2022-03-31 | $14M | 86k | 165.98 |
| 2021-12-31 | $15M | 86k | 167.93 |
Top funds holding iShares Russell 1000 Value Index
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