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iShares Russell 1000 Value Index shares owned by Thrive Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Thrive Wealth Management from 13F filings

Historical chart of Thrive Wealth Management 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 Thrive Wealth Management 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 Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.7k 189.79
2024-06-30 $1.0M 5.9k 174.47
2024-03-31 $1.1M 6.0k 179.10
2023-12-31 $1.3M 7.7k 165.24
2023-09-30 $855k 5.6k 151.83
2023-06-30 $910k 5.8k 157.84
2023-03-31 $810k 5.3k 152.26
2022-12-31 $840k 5.5k 151.64
2022-09-30 $705k 5.2k 135.97
2022-06-30 $634k 4.4k 144.98
2022-03-31 $702k 4.2k 165.88
2021-12-31 $719k 4.3k 167.83