iShares Russell 1000 Value Index shares owned by Stifel Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309M | 1.5M | 203.59 |
| 2025-06-30 | $351M | 1.8M | 194.23 |
| 2025-03-31 | $356M | 1.9M | 188.16 |
| 2024-12-31 | $395M | 2.1M | 185.13 |
| 2024-09-30 | $370M | 1.9M | 189.80 |
| 2024-06-30 | $327M | 1.9M | 174.47 |
| 2024-03-31 | $298M | 1.7M | 179.11 |
| 2023-12-31 | $325M | 2.0M | 165.25 |
| 2023-09-30 | $254M | 1.7M | 151.82 |
| 2023-06-30 | $287M | 1.8M | 157.83 |
| 2023-03-31 | $258M | 1.7M | 152.26 |
| 2022-12-31 | $334M | 2.2M | 151.65 |
| 2022-09-30 | $266M | 2.0M | 135.99 |
| 2022-06-30 | $289M | 2.0M | 144.97 |
| 2022-03-31 | $273M | 1.6M | 165.98 |
| 2021-12-31 | $311M | 1.9M | 167.93 |
| 2021-09-30 | $278M | 1.8M | 156.51 |
| 2021-06-30 | $280M | 1.8M | 158.62 |
| 2021-03-31 | $231M | 1.5M | 151.55 |
| 2020-12-31 | $199M | 1.5M | 136.73 |
| 2020-09-30 | $161M | 1.4M | 118.13 |
| 2020-06-30 | $218M | 1.9M | 112.62 |
| 2020-03-31 | $198M | 2.0M | 99.15 |
| 2019-12-31 | $199M | 1.5M | 135.00 |
| 2019-09-30 | $111M | 863k | 128.26 |
| 2019-06-30 | $106M | 831k | 127.27 |
| 2019-03-31 | $106M | 860k | 123.46 |
| 2018-12-31 | $110M | 992k | 111.05 |
| 2018-09-30 | $117M | 926k | 126.65 |
| 2018-06-30 | $112M | 921k | 121.42 |
| 2018-03-31 | $106M | 886k | 119.99 |
| 2017-12-31 | $89M | 718k | 124.10 |
| 2017-09-30 | $81M | 679k | 118.55 |
| 2017-06-30 | $90M | 772k | 116.51 |
| 2017-03-31 | $111M | 964k | 114.94 |
| 2016-12-31 | $69M | 616k | 111.90 |
| 2016-09-30 | $62M | 590k | 105.62 |
| 2016-06-30 | $62M | 598k | 103.23 |
| 2016-03-31 | $51M | 512k | 99.27 |
| 2015-12-31 | $51M | 522k | 97.67 |
| 2015-09-30 | $46M | 490k | 93.36 |
| 2015-06-30 | $44M | 428k | 102.89 |
| 2015-03-31 | $44M | 422k | 103.15 |
| 2014-12-31 | $41M | 393k | 104.43 |
| 2014-09-30 | $38M | 377k | 100.29 |
| 2014-06-30 | $38M | 376k | 101.29 |
| 2014-03-31 | $44M | 353k | 125.00 |
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