iShares Russell 1000 Value Index shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.3k | 203.58 |
| 2025-06-30 | $1.0M | 5.3k | 194.24 |
| 2025-03-31 | $999k | 5.3k | 188.16 |
| 2024-12-31 | $982k | 5.3k | 185.13 |
| 2021-12-31 | $63k | 391 | 161.13 |
| 2021-09-30 | $65k | 391 | 166.24 |
| 2021-06-30 | $63k | 391 | 161.13 |
| 2021-03-31 | $61k | 391 | 156.01 |
| 2020-12-31 | $53k | 391 | 135.55 |
| 2020-09-30 | $48k | 391 | 122.76 |
| 2020-06-30 | $44k | 391 | 112.53 |
| 2020-03-31 | $41k | 391 | 104.86 |
| 2019-12-31 | $81k | 591 | 137.06 |
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