iShares Russell 1000 Value Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352k | 1.9k | 189.83 |
| 2019-12-31 | $275k | 2.0k | 136.48 |
| 2019-09-30 | $258k | 2.0k | 128.17 |
| 2019-06-30 | $260k | 2.0k | 127.45 |
| 2019-03-31 | $252k | 2.0k | 123.53 |
| 2018-12-31 | $259k | 2.3k | 110.97 |
| 2018-09-30 | $295k | 2.3k | 126.45 |
| 2018-06-30 | $283k | 2.3k | 121.30 |
| 2018-03-31 | $280k | 2.3k | 120.02 |
| 2017-12-31 | $301k | 2.4k | 124.53 |
| 2017-09-30 | $266k | 2.2k | 118.43 |
| 2017-06-30 | $276k | 2.4k | 116.41 |
| 2017-03-31 | $261k | 2.3k | 115.08 |
| 2016-12-31 | $211k | 1.9k | 112.17 |
| 2016-06-30 | $224k | 2.2k | 103.23 |
| 2016-03-31 | $206k | 2.1k | 98.85 |
| 2015-12-31 | $226k | 2.3k | 98.01 |
| 2015-09-30 | $215k | 2.3k | 93.28 |
| 2015-06-30 | $238k | 2.3k | 103.25 |
| 2015-03-31 | $339k | 3.3k | 103.04 |
| 2012-12-31 | $112k | 1.5k | 72.87 |
| 2012-09-30 | $110k | 1.5k | 71.57 |
| 2012-06-30 | $128k | 1.9k | 68.49 |
| 2012-03-31 | $131k | 1.9k | 70.09 |
| 2011-12-31 | $158k | 2.5k | 63.45 |
| 2011-09-30 | $144k | 2.5k | 57.83 |
| 2010-12-31 | $177k | 2.6k | 68.05 |
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