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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Taddei, Ludwig & Associates consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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