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iShares Russell 1000 Value Index shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 30k 189.80
2024-06-30 $4.8M 28k 174.47
2024-03-31 $5.0M 28k 179.11
2023-12-31 $4.6M 28k 165.25
2023-09-30 $4.5M 30k 151.82
2023-06-30 $4.9M 31k 157.83
2023-03-31 $4.6M 30k 152.26
2022-12-31 $4.7M 31k 151.65
2022-09-30 $4.3M 32k 135.98
2022-06-30 $4.7M 32k 144.97
2022-03-31 $5.5M 33k 165.98
2021-12-31 $5.7M 34k 167.92
2021-09-30 $5.4M 34k 156.52
2021-06-30 $5.5M 35k 158.61
2021-03-31 $5.4M 36k 151.55
2020-12-31 $5.1M 38k 136.74
2020-09-30 $4.2M 36k 118.12
2020-06-30 $4.7M 42k 112.63
2020-03-31 $4.1M 42k 99.17
2019-12-31 $2.5M 18k 136.48
2019-09-30 $2.5M 19k 128.24
2019-06-30 $2.6M 20k 128.45
2019-03-31 $2.7M 22k 123.48
2018-12-31 $2.8M 26k 111.05
2018-09-30 $4.2M 33k 126.63
2018-06-30 $5.5M 45k 121.38
2018-03-31 $6.8M 57k 119.96
2017-12-31 $7.6M 61k 124.34