iShares Russell 1000 Value Index shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 6.3k | 185.13 |
| 2024-09-30 | $1.2M | 6.1k | 189.80 |
| 2024-06-30 | $1.1M | 6.4k | 174.47 |
| 2024-03-31 | $1.1M | 6.1k | 179.11 |
| 2023-12-31 | $536k | 3.2k | 165.25 |
| 2023-09-30 | $755k | 5.0k | 151.82 |
| 2023-06-30 | $528k | 3.3k | 157.83 |
| 2023-03-31 | $985k | 6.5k | 152.26 |
| 2022-12-31 | $1.3M | 8.6k | 151.65 |
| 2022-09-30 | $1.1M | 7.7k | 136.18 |
| 2022-06-30 | $485k | 3.3k | 144.86 |
| 2022-03-31 | $556k | 3.3k | 166.07 |
| 2021-12-31 | $562k | 3.3k | 167.86 |
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