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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
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