iShares Russell 1000 Value Index shares owned by Security National Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $40k | 250 | 160.00 |
| 2021-06-30 | $40k | 250 | 160.00 |
| 2021-03-31 | $38k | 250 | 152.00 |
| 2020-12-31 | $36k | 263 | 136.88 |
| 2020-09-30 | $2.0k | 13 | 153.85 |
| 2020-06-30 | $1.0k | 13 | 76.92 |
| 2018-09-30 | $13k | 100 | 130.00 |
| 2018-06-30 | $12k | 100 | 120.00 |
| 2018-03-31 | $12k | 100 | 120.00 |
| 2017-12-31 | $12k | 100 | 120.00 |
| 2017-09-30 | $12k | 100 | 120.00 |
| 2017-06-30 | $12k | 100 | 120.00 |
| 2017-03-31 | $11k | 100 | 110.00 |
| 2016-12-31 | $28k | 250 | 112.00 |
| 2016-09-30 | $26k | 250 | 104.00 |
| 2016-06-30 | $26k | 250 | 104.00 |
| 2016-03-31 | $25k | 250 | 100.00 |
| 2015-12-31 | $24k | 250 | 96.00 |
| 2015-09-30 | $23k | 250 | 92.00 |
| 2015-06-30 | $16k | 150 | 106.67 |
| 2015-03-31 | $16k | 150 | 106.67 |
| 2014-12-31 | $16k | 150 | 106.67 |
| 2014-09-30 | $15k | 150 | 100.00 |
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