iShares Russell 1000 Value Index shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 44k | 203.59 |
| 2025-06-30 | $8.2M | 42k | 194.23 |
| 2025-03-31 | $7.7M | 41k | 188.16 |
| 2024-12-31 | $7.5M | 41k | 185.13 |
| 2024-09-30 | $7.7M | 41k | 189.80 |
| 2024-06-30 | $7.2M | 41k | 174.47 |
| 2024-03-31 | $7.4M | 41k | 179.11 |
| 2023-12-31 | $6.8M | 41k | 165.25 |
| 2023-09-30 | $6.8M | 45k | 151.82 |
| 2023-06-30 | $6.8M | 43k | 157.83 |
| 2023-03-31 | $6.8M | 45k | 152.26 |
| 2022-12-31 | $5.9M | 39k | 151.65 |
| 2022-09-30 | $5.3M | 39k | 135.98 |
| 2022-06-30 | $4.7M | 33k | 144.97 |
| 2022-03-31 | $4.4M | 27k | 165.98 |
| 2021-12-31 | $4.0M | 24k | 167.94 |
| 2021-09-30 | $3.7M | 24k | 156.50 |
| 2021-06-30 | $3.8M | 24k | 158.64 |
| 2021-03-31 | $3.7M | 25k | 151.56 |
| 2020-12-31 | $3.4M | 25k | 136.75 |
| 2020-09-30 | $3.0M | 26k | 118.15 |
| 2020-06-30 | $2.7M | 24k | 112.62 |
| 2020-03-31 | $2.0M | 21k | 99.19 |
| 2019-12-31 | $1.6M | 12k | 136.49 |
| 2019-09-30 | $1.5M | 12k | 128.30 |
| 2019-06-30 | $1.2M | 9.4k | 127.19 |
| 2019-03-31 | $1.9M | 15k | 123.46 |
| 2018-12-31 | $1.2M | 11k | 111.01 |
| 2018-09-30 | $934k | 7.4k | 126.58 |
| 2018-06-30 | $651k | 5.4k | 121.30 |
| 2018-03-31 | $631k | 5.3k | 119.92 |
| 2017-12-31 | $604k | 4.9k | 124.38 |
| 2017-09-30 | $556k | 4.7k | 118.54 |
| 2017-06-30 | $545k | 4.7k | 116.40 |
| 2017-03-31 | $532k | 4.6k | 114.93 |
| 2016-12-31 | $456k | 4.1k | 111.93 |
| 2016-09-30 | $449k | 4.2k | 105.72 |
| 2016-06-30 | $614k | 5.9k | 103.26 |
| 2016-03-31 | $731k | 7.4k | 98.81 |
| 2015-12-31 | $724k | 7.4k | 97.86 |
| 2015-09-30 | $468k | 5.0k | 93.38 |
| 2015-06-30 | $538k | 5.2k | 103.12 |
| 2015-03-31 | $538k | 5.2k | 103.12 |
| 2014-12-31 | $545k | 5.2k | 104.47 |
| 2014-09-30 | $624k | 6.2k | 100.13 |
| 2014-06-30 | $643k | 6.4k | 101.23 |
| 2014-03-31 | $613k | 6.4k | 96.51 |
| 2013-12-31 | $598k | 6.4k | 94.14 |
| 2013-09-30 | $511k | 6.1k | 83.74 |
| 2013-06-30 | $511k | 6.1k | 83.74 |
| 2013-03-31 | $528k | 6.5k | 81.21 |
| 2012-12-31 | $497k | 6.8k | 72.80 |
| 2012-09-30 | $657k | 9.1k | 72.17 |
| 2012-06-30 | $715k | 11k | 68.24 |
| 2012-03-31 | $758k | 11k | 70.09 |
| 2011-12-31 | $780k | 12k | 63.50 |
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