iShares Russell 1000 Value Index shares owned by Taddei, Ludwig & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Taddei, Ludwig & Associates
from 13F filings
Historical chart of Taddei, Ludwig & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Taddei, Ludwig & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 11k | 189.80 |
| 2024-06-30 | $1.9M | 11k | 174.47 |
| 2024-03-31 | $2.0M | 11k | 179.11 |
| 2023-12-31 | $1.8M | 11k | 165.25 |
| 2023-09-30 | $1.7M | 11k | 151.82 |
| 2023-06-30 | $1.8M | 11k | 157.83 |
| 2023-03-31 | $1.7M | 11k | 152.25 |
| 2022-12-31 | $1.7M | 12k | 151.66 |
| 2022-09-30 | $1.5M | 11k | 135.97 |
| 2022-06-30 | $1.6M | 11k | 144.94 |
| 2022-03-31 | $1.9M | 11k | 165.95 |
| 2021-12-31 | $1.7M | 10k | 167.91 |
| 2021-09-30 | $1.6M | 10k | 156.54 |
| 2021-03-31 | $1.6M | 10k | 151.58 |
| 2020-12-31 | $1.6M | 12k | 136.73 |
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