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iShares Russell 1000 Value Index shares owned by V Wealth Management

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

Historical chart of V Wealth Management 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 V Wealth Management 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 V Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $215k 1.4k 151.82
2023-06-30 $1.9M 12k 157.82
2023-03-31 $1.9M 13k 152.25
2022-12-31 $1.9M 13k 151.66
2022-09-30 $1.9M 14k 135.99
2022-06-30 $2.0M 14k 144.98
2022-03-31 $2.2M 14k 166.01
2021-12-31 $2.3M 14k 167.92
2021-09-30 $2.1M 13k 156.53
2021-06-30 $2.1M 14k 158.57
2021-03-31 $2.1M 14k 151.52
2020-12-31 $1.7M 13k 136.69
2020-06-30 $1.4M 13k 112.59
2020-03-31 $1.3M 13k 99.22
2019-12-31 $1.6M 13k 128.22
2019-09-30 $1.6M 13k 128.22
2019-06-30 $1.6M 13k 127.39
2019-03-31 $1.5M 12k 126.71
2018-12-31 $1.4M 12k 113.75
2018-09-30 $1.6M 12k 126.65
2018-06-30 $1.4M 11k 123.30
2018-03-31 $1.2M 11k 117.32
2017-12-31 $1.3M 11k 128.02
2017-09-30 $1.1M 9.6k 118.67
2017-06-30 $1.1M 9.5k 116.34
2017-03-31 $1.1M 9.5k 114.93
2016-12-31 $1.1M 10k 112.09
2016-09-30 $1.1M 10k 105.47
2016-06-30 $965k 9.4k 103.21
2016-03-31 $1.0M 10k 99.03