iShares Russell 1000 Value Index shares owned by SVB Wealth Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by SVB Wealth Advisory
from 13F filings
Historical chart of SVB Wealth Advisory investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by SVB Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $657k | 4.0k | 165.95 |
| 2021-12-31 | $660k | 4.0k | 166.67 |
| 2021-09-30 | $698k | 4.5k | 156.40 |
| 2021-06-30 | $708k | 4.5k | 158.64 |
| 2021-03-31 | $676k | 4.5k | 151.50 |
| 2020-12-31 | $730k | 5.3k | 136.78 |
| 2020-09-30 | $639k | 5.4k | 118.07 |
| 2020-06-30 | $630k | 5.6k | 112.54 |
| 2020-03-31 | $571k | 5.8k | 99.15 |
| 2019-12-31 | $534k | 3.9k | 136.54 |
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