iShares Russell 1000 Value Index shares owned by Stonebrook Private
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stonebrook Private
from 13F filings
Historical chart of Stonebrook Private investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Stonebrook Private
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 3.4k | 203.59 |
| 2025-06-30 | $674k | 3.5k | 194.23 |
| 2025-03-31 | $681k | 3.6k | 188.16 |
| 2024-12-31 | $684k | 3.7k | 185.13 |
| 2024-09-30 | $733k | 3.9k | 189.80 |
| 2024-06-30 | $661k | 3.8k | 174.47 |
| 2024-03-31 | $679k | 3.8k | 179.11 |
| 2023-12-31 | $578k | 3.5k | 165.25 |
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