iShares Russell 1000 Value Index shares owned by S.A. Mason
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by S.A. Mason
from 13F filings
Historical chart of S.A. Mason investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by S.A. Mason
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 1.3k | 203.59 |
| 2025-06-30 | $248k | 1.3k | 194.23 |
| 2025-03-31 | $240k | 1.3k | 188.16 |
| 2024-12-31 | $236k | 1.3k | 185.13 |
| 2024-09-30 | $242k | 1.3k | 189.80 |
| 2024-06-30 | $223k | 1.3k | 174.47 |
| 2024-03-31 | $229k | 1.3k | 179.11 |
| 2023-12-31 | $211k | 1.3k | 165.25 |
| 2023-09-30 | $194k | 1.3k | 151.82 |
| 2023-06-30 | $194k | 1.3k | 152.26 |
| 2023-03-31 | $194k | 1.3k | 152.26 |
| 2022-12-31 | $194k | 1.3k | 151.65 |
| 2022-09-30 | $174k | 1.3k | 136.26 |
| 2022-06-30 | $185k | 1.3k | 144.87 |
| 2022-03-31 | $212k | 1.3k | 166.01 |
| 2021-12-31 | $214k | 1.3k | 167.58 |
| 2021-09-30 | $200k | 1.3k | 156.62 |
| 2021-06-30 | $203k | 1.3k | 158.97 |
| 2021-03-31 | $194k | 1.3k | 151.92 |
| 2020-12-31 | $175k | 1.3k | 137.04 |
| 2020-09-30 | $151k | 1.3k | 118.25 |
| 2020-06-30 | $144k | 1.3k | 112.76 |
| 2020-03-31 | $18k | 177 | 101.69 |
| 2019-12-31 | $24k | 177 | 135.59 |
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