iShares Russell 1000 Value Index shares owned by SlateStone Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.8M | 43k | 179.12 |
| 2023-12-31 | $7.0M | 42k | 165.24 |
| 2023-09-30 | $6.3M | 42k | 151.81 |
| 2023-06-30 | $6.5M | 41k | 157.83 |
| 2023-03-31 | $5.9M | 39k | 152.26 |
| 2022-12-31 | $4.8M | 31k | 151.65 |
| 2022-09-30 | $3.8M | 28k | 135.99 |
| 2022-06-30 | $3.9M | 27k | 144.98 |
| 2022-03-31 | $3.4M | 20k | 165.97 |
| 2021-12-31 | $2.6M | 15k | 167.91 |
| 2021-09-30 | $2.4M | 15k | 156.52 |
| 2021-06-30 | $2.8M | 18k | 158.61 |
| 2021-03-31 | $2.9M | 19k | 151.53 |
| 2020-12-31 | $2.6M | 19k | 136.75 |
| 2020-09-30 | $2.3M | 20k | 118.11 |
| 2020-06-30 | $3.7M | 33k | 112.61 |
| 2020-03-31 | $3.5M | 35k | 99.18 |
| 2019-12-31 | $5.3M | 39k | 136.48 |
| 2019-09-30 | $5.4M | 42k | 128.25 |
| 2019-06-30 | $5.7M | 45k | 127.22 |
| 2019-03-31 | $6.0M | 49k | 123.49 |
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