iShares Russell 1000 Value Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 1.7k | 203.54 |
| 2025-06-30 | $1.2M | 6.4k | 185.12 |
| 2025-03-31 | $239k | 1.3k | 188.23 |
| 2024-12-31 | $1.2M | 6.4k | 184.64 |
| 2024-09-30 | $319k | 1.7k | 189.79 |
| 2024-06-30 | $293k | 1.7k | 174.51 |
| 2024-03-31 | $278k | 1.6k | 179.07 |
| 2023-12-31 | $261k | 1.6k | 165.28 |
| 2023-09-30 | $245k | 1.6k | 151.79 |
| 2023-06-30 | $271k | 1.7k | 157.80 |
| 2023-03-31 | $213k | 1.4k | 150.45 |
| 2022-12-31 | $214k | 1.4k | 151.62 |
| 2022-09-30 | $208k | 1.5k | 136.13 |
| 2022-06-30 | $230k | 1.6k | 145.11 |
| 2022-03-31 | $335k | 2.0k | 168.43 |
| 2021-12-31 | $419k | 2.5k | 166.07 |
| 2021-09-30 | $423k | 2.7k | 157.42 |
| 2021-06-30 | $423k | 2.7k | 157.42 |
| 2021-03-31 | $437k | 2.9k | 151.74 |
| 2020-12-31 | $393k | 2.9k | 136.70 |
| 2020-09-30 | $319k | 2.7k | 118.19 |
| 2020-06-30 | $306k | 2.7k | 112.67 |
| 2020-03-31 | $266k | 2.7k | 99.07 |
| 2019-12-31 | $118k | 3.5k | 34.12 |
| 2019-09-30 | $364k | 2.8k | 128.35 |
| 2019-06-30 | $337k | 2.7k | 127.17 |
| 2019-03-31 | $370k | 3.0k | 123.37 |
| 2018-12-31 | $394k | 3.1k | 126.69 |
| 2018-09-30 | $394k | 3.1k | 126.69 |
| 2018-06-30 | $280k | 2.3k | 121.48 |
| 2018-03-31 | $273k | 2.3k | 120.00 |
| 2017-12-31 | $265k | 2.1k | 124.18 |
| 2017-09-30 | $252k | 2.1k | 118.42 |
| 2017-06-30 | $201k | 1.7k | 116.66 |
| 2017-03-31 | $248k | 2.2k | 115.19 |
| 2016-12-31 | $240k | 2.1k | 111.89 |
| 2016-09-30 | $345k | 3.3k | 105.60 |
| 2016-06-30 | $85k | 826 | 103.29 |
| 2016-03-31 | $82k | 826 | 98.87 |
| 2015-12-31 | $65k | 666 | 97.93 |
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