iShares Russell 1000 Value Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 1.8k | 189.80 |
| 2024-06-30 | $319k | 1.8k | 174.47 |
| 2024-03-31 | $327k | 1.8k | 179.11 |
| 2023-12-31 | $302k | 1.8k | 165.25 |
| 2023-09-30 | $277k | 1.8k | 151.82 |
| 2023-06-30 | $288k | 1.8k | 157.83 |
| 2022-03-31 | $211k | 1.3k | 166.80 |
| 2021-12-31 | $290k | 1.7k | 167.15 |
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