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iShares Russell 1000 Value Index shares owned by Vestmark Advisory Solutions

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

Historical chart of Vestmark Advisory Solutions 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 Vestmark Advisory Solutions 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 Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 35k 210.34
2025-09-30 $4.0M 20k 203.59
2025-06-30 $1.4M 7.0k 194.23
2024-12-31 $1.8M 9.8k 185.13
2023-12-31 $542k 3.3k 165.25
2023-06-30 $400k 2.5k 157.83
2023-03-31 $321k 2.1k 152.26
2022-12-31 $3.4M 23k 151.67
2022-09-30 $2.4M 18k 135.97
2022-06-30 $575k 4.0k 144.87
2022-03-31 $489k 2.9k 165.88
2021-12-31 $2.6M 15k 167.92
2021-09-30 $345k 2.2k 156.60
2021-06-30 $269k 1.7k 158.42
2020-12-31 $882k 6.5k 136.68
2020-03-31 $1.3M 13k 99.21