iShares Russell 1000 Value Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 7.0k | 165.24 |
| 2023-09-30 | $1.0M | 6.7k | 151.81 |
| 2023-06-30 | $821k | 5.2k | 157.82 |
| 2023-03-31 | $1.1M | 7.0k | 152.25 |
| 2022-12-31 | $801k | 5.3k | 151.64 |
| 2022-09-30 | $718k | 5.3k | 136.01 |
| 2022-06-30 | $1.0M | 7.0k | 144.91 |
| 2022-03-31 | $1.1M | 6.9k | 165.92 |
| 2021-12-31 | $1.1M | 6.5k | 167.95 |
| 2021-09-30 | $1.0M | 6.5k | 156.53 |
| 2021-06-30 | $1.0M | 6.4k | 158.58 |
| 2021-03-31 | $962k | 6.3k | 151.57 |
| 2020-12-31 | $762k | 5.6k | 136.63 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index