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iShares Russell 1000 Value Index shares owned by S & Co

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

Historical chart of S & Co 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 S & Co 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 S & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $834k 5.1k 165.15
2023-09-30 $766k 5.1k 151.68
2023-06-30 $797k 5.1k 157.82
2023-03-31 $768k 5.1k 152.08
2022-12-31 $765k 5.1k 151.49
2022-09-30 $686k 5.1k 135.84
2022-06-30 $732k 5.1k 144.95
2022-03-31 $838k 5.1k 165.94
2021-12-31 $848k 5.1k 167.92
2021-09-30 $790k 5.1k 156.44
2021-06-30 $801k 5.1k 158.61
2021-03-31 $765k 5.1k 151.49
2020-12-31 $690k 5.1k 136.63
2020-09-30 $597k 5.1k 118.22
2020-06-30 $569k 5.1k 112.67
2020-03-31 $501k 5.1k 99.21
2019-12-31 $689k 5.1k 136.44
2019-09-30 $648k 5.1k 128.32
2019-06-30 $642k 5.1k 127.13
2019-03-31 $624k 5.1k 123.56
2018-12-31 $561k 5.1k 111.09
2018-09-30 $639k 5.1k 126.53
2018-06-30 $613k 5.1k 121.39
2018-03-31 $264k 2.2k 119.95