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iShares Russell 1000 Value Index shares owned by Sicart Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sicart Associates from 13F filings

Historical chart of Sicart Associates 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 Sicart Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Sicart Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 1.6k 179.11
2023-12-31 $344k 2.1k 165.25
2023-09-30 $318k 2.1k 152.81
2023-06-30 $329k 2.1k 157.83
2023-03-31 $317k 2.1k 152.26
2022-12-31 $316k 2.1k 151.65
2022-09-30 $283k 2.1k 135.93
2022-06-30 $302k 2.1k 145.05
2022-03-31 $370k 2.2k 166.07
2021-12-31 $436k 2.6k 167.82
2021-09-30 $407k 2.6k 156.66
2021-06-30 $412k 2.6k 158.58
2021-03-31 $394k 2.6k 151.66
2020-12-31 $362k 2.6k 136.71
2018-09-30 $295k 2.3k 127.32
2018-06-30 $281k 2.3k 121.28