iShares Russell 1000 Value Index shares owned by Simonbaker & Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Simonbaker & Partners
from 13F filings
Historical chart of Simonbaker & Partners investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Simonbaker & Partners 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 Simonbaker & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $618k | 5.2k | 119.88 |
| 2017-12-31 | $597k | 4.8k | 124.43 |
| 2017-09-30 | $520k | 4.4k | 118.56 |
| 2017-06-30 | $767k | 6.6k | 116.35 |
| 2017-03-31 | $758k | 6.6k | 114.99 |
| 2016-12-31 | $673k | 6.0k | 112.73 |
| 2016-09-30 | $417k | 3.9k | 105.65 |
| 2016-06-30 | $399k | 3.8k | 104.86 |
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