iShares Russell 1000 Value Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 23k | 189.80 |
| 2024-06-30 | $3.8M | 22k | 174.47 |
| 2024-03-31 | $3.9M | 22k | 179.11 |
| 2023-12-31 | $3.6M | 22k | 165.25 |
| 2023-09-30 | $3.0M | 20k | 151.82 |
| 2023-06-30 | $1.8M | 12k | 157.83 |
| 2023-03-31 | $1.8M | 12k | 152.26 |
| 2022-12-31 | $1.5M | 10k | 151.65 |
| 2022-09-30 | $1.4M | 10k | 135.97 |
| 2022-06-30 | $1.5M | 10k | 145.00 |
| 2022-03-31 | $1.6M | 9.6k | 166.02 |
| 2021-12-31 | $1.5M | 8.7k | 167.88 |
| 2021-09-30 | $1.4M | 8.8k | 156.49 |
| 2021-06-30 | $1.4M | 8.6k | 158.66 |
| 2021-03-31 | $1.3M | 8.4k | 151.50 |
| 2020-12-31 | $1.1M | 7.9k | 136.79 |
| 2020-09-30 | $890k | 7.5k | 118.12 |
| 2020-06-30 | $856k | 7.6k | 112.60 |
| 2020-03-31 | $899k | 9.1k | 99.22 |
| 2019-12-31 | $1.3M | 9.6k | 136.53 |
| 2019-09-30 | $975k | 7.6k | 128.26 |
| 2019-06-30 | $884k | 6.9k | 127.27 |
| 2019-03-31 | $875k | 7.1k | 123.45 |
| 2018-12-31 | $786k | 7.1k | 111.10 |
| 2018-09-30 | $880k | 7.0k | 126.62 |
| 2018-06-30 | $563k | 4.6k | 121.47 |
| 2018-03-31 | $518k | 4.3k | 119.99 |
| 2017-12-31 | $504k | 4.1k | 124.41 |
Top funds holding iShares Russell 1000 Value Index
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