iShares Russell 1000 Value Index shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 2.6k | 203.56 |
| 2025-06-30 | $512k | 2.6k | 194.24 |
| 2025-03-31 | $495k | 2.6k | 188.15 |
| 2024-12-31 | $486k | 2.6k | 185.12 |
| 2024-09-30 | $497k | 2.6k | 189.76 |
| 2024-06-30 | $456k | 2.6k | 174.48 |
| 2024-03-31 | $467k | 2.6k | 179.14 |
| 2023-12-31 | $430k | 2.6k | 165.27 |
| 2023-09-30 | $393k | 2.6k | 151.83 |
| 2023-06-30 | $409k | 2.6k | 157.84 |
| 2023-03-31 | $393k | 2.6k | 152.29 |
| 2022-12-31 | $391k | 2.6k | 151.63 |
| 2022-09-30 | $350k | 2.6k | 136.19 |
| 2022-06-30 | $371k | 2.6k | 144.92 |
| 2022-03-31 | $441k | 2.7k | 165.91 |
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