iShares Russell 1000 Value Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 19k | 203.59 |
| 2025-06-30 | $6.4M | 33k | 194.23 |
| 2025-03-31 | $3.7M | 20k | 188.16 |
| 2024-12-31 | $404k | 2.2k | 185.13 |
| 2024-09-30 | $3.3M | 18k | 189.80 |
| 2024-06-30 | $18M | 101k | 174.47 |
| 2024-03-31 | $18M | 102k | 179.11 |
| 2023-12-31 | $2.7M | 17k | 165.25 |
| 2023-09-30 | $1.9M | 12k | 151.82 |
| 2023-06-30 | $1.9M | 12k | 157.82 |
| 2023-03-31 | $1.3M | 8.4k | 152.27 |
| 2022-12-31 | $421k | 2.8k | 151.64 |
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