iShares Russell 1000 Value Index shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $404k | 2.1k | 189.80 |
| 2024-06-30 | $186k | 1.1k | 174.47 |
| 2024-03-31 | $191k | 1.1k | 179.11 |
| 2023-12-31 | $176k | 1.1k | 165.25 |
| 2023-09-30 | $162k | 1.1k | 152.11 |
| 2023-06-30 | $168k | 1.1k | 157.75 |
| 2022-12-31 | $187k | 1.2k | 151.42 |
| 2022-09-30 | $168k | 1.2k | 136.03 |
| 2022-06-30 | $180k | 1.2k | 144.69 |
| 2022-03-31 | $206k | 1.2k | 165.59 |
| 2021-12-31 | $242k | 1.4k | 167.59 |
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