iShares Russell 1000 Value Index shares owned by U.S. Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by U.S. Capital Advisors
from 13F filings
Historical chart of U.S. Capital Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by U.S. Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $6.8M | 43k | 158.62 |
| 2021-03-31 | $6.0M | 39k | 151.55 |
| 2020-12-31 | $769k | 5.6k | 136.81 |
| 2020-09-30 | $510k | 4.3k | 118.17 |
| 2020-06-30 | $527k | 4.7k | 112.73 |
| 2020-03-31 | $444 | 4 | 111.00 |
| 2019-12-31 | $3.4M | 25k | 136.47 |
| 2019-09-30 | $3.2M | 25k | 128.26 |
| 2019-06-30 | $3.1M | 25k | 127.21 |
| 2019-03-31 | $3.0M | 24k | 123.51 |
| 2018-12-31 | $283k | 2.5k | 111.11 |
| 2018-09-30 | $4.0M | 32k | 126.61 |
| 2018-06-30 | $3.8M | 32k | 121.37 |
| 2018-03-31 | $3.1M | 26k | 119.96 |
| 2017-12-31 | $4.6M | 37k | 124.35 |
| 2017-09-30 | $3.7M | 32k | 116.42 |
| 2017-06-30 | $3.7M | 32k | 116.42 |
| 2017-03-31 | $3.7M | 33k | 114.93 |
| 2016-12-31 | $3.9M | 35k | 112.02 |
| 2016-09-30 | $4.0M | 38k | 105.63 |
| 2016-06-30 | $4.0M | 39k | 103.22 |
| 2016-03-31 | $3.6M | 37k | 98.82 |
Top funds holding iShares Russell 1000 Value Index
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