iShares Russell 1000 Value Index shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.7k | 36 | 185.14 |
| 2024-09-30 | $8.4k | 44 | 189.82 |
| 2024-06-30 | $8.7k | 50 | 174.48 |
| 2024-03-31 | $9.9k | 55 | 179.13 |
| 2023-12-31 | $9.1k | 55 | 165.25 |
| 2023-09-30 | $8.4k | 55 | 151.82 |
| 2023-06-30 | $8.7k | 55 | 157.84 |
| 2023-03-31 | $8.4k | 55 | 152.25 |
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