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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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