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iShares Russell 1000 Value Index shares owned by Veritable

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

Historical chart of Veritable investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Veritable 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 Veritable

Quarter filed Position value Share count Share price at filing
2023-06-30 $11M 69k 157.83
2023-03-31 $11M 75k 152.26
2022-12-31 $11M 76k 151.65
2022-09-30 $8.6M 63k 135.99
2022-06-30 $9.1M 63k 144.97
2022-03-31 $11M 63k 165.98
2021-12-31 $11M 63k 167.93
2021-09-30 $9.9M 63k 156.51
2021-06-30 $10M 64k 158.63
2021-03-31 $9.7M 64k 151.55
2020-12-31 $8.7M 64k 136.74
2020-09-30 $8.0M 68k 118.13
2020-06-30 $7.7M 68k 112.63
2020-03-31 $8.4M 85k 99.18
2019-12-31 $12M 86k 136.48
2019-09-30 $11M 85k 128.26
2019-06-30 $15M 115k 127.22
2019-03-31 $14M 115k 123.49
2018-12-31 $10M 92k 111.05
2018-09-30 $10M 81k 126.63
2018-06-30 $9.8M 81k 121.38
2018-03-31 $9.7M 81k 119.96
2017-12-31 $10M 80k 124.35
2017-09-30 $10M 88k 118.51
2017-06-30 $11M 94k 116.43
2017-03-31 $11M 94k 114.94
2016-12-31 $10M 92k 112.03
2016-09-30 $9.4M 89k 105.62
2016-06-30 $9.2M 89k 103.23
2016-03-31 $11M 106k 98.81
2015-12-31 $3.8M 39k 97.86
2015-09-30 $3.6M 39k 93.29
2015-06-30 $4.4M 42k 103.15
2015-03-31 $5.7M 55k 103.07
2014-12-31 $5.8M 56k 104.40
2014-09-30 $9.7M 97k 100.09
2014-06-30 $9.7M 96k 101.27
2014-03-31 $9.2M 96k 96.50
2013-12-31 $9.0M 95k 94.17
2013-09-30 $8.2M 95k 86.20
2013-06-30 $7.7M 92k 83.79
2013-03-31 $7.5M 92k 81.17
2012-12-31 $7.6M 104k 72.82
2012-09-30 $7.6M 105k 72.18
2012-06-30 $7.7M 113k 68.22
2012-03-31 $7.8M 111k 70.07
2011-12-31 $7.1M 111k 63.48
2011-09-30 $6.3M 112k 56.59
2011-06-30 $7.5M 109k 68.28
2011-03-31 $7.0M 101k 68.67
2010-12-31 $6.8M 105k 64.87

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