iShares Russell 1000 Value Index shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 28k | 189.80 |
| 2024-06-30 | $4.9M | 28k | 174.47 |
| 2024-03-31 | $5.2M | 29k | 179.11 |
| 2023-12-31 | $4.8M | 29k | 165.25 |
| 2023-09-30 | $4.5M | 30k | 151.82 |
| 2023-06-30 | $4.7M | 30k | 157.83 |
| 2023-03-31 | $4.5M | 30k | 152.26 |
| 2022-12-31 | $4.6M | 30k | 151.65 |
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