iShares Russell 1000 Value Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 20k | 203.59 |
| 2025-06-30 | $4.3M | 22k | 194.23 |
| 2025-03-31 | $2.4M | 13k | 188.16 |
| 2024-12-31 | $2.9M | 16k | 185.13 |
| 2024-09-30 | $2.5M | 13k | 189.80 |
| 2024-06-30 | $2.3M | 13k | 174.47 |
| 2024-03-31 | $2.4M | 13k | 179.11 |
| 2023-12-31 | $2.2M | 13k | 165.25 |
| 2023-09-30 | $2.1M | 14k | 151.82 |
| 2023-06-30 | $2.1M | 14k | 157.83 |
| 2023-03-31 | $2.1M | 14k | 152.26 |
| 2022-12-31 | $2.5M | 17k | 151.65 |
| 2022-09-30 | $1.9M | 14k | 136.03 |
| 2022-06-30 | $2.0M | 14k | 144.93 |
| 2022-03-31 | $2.2M | 14k | 165.94 |
| 2021-12-31 | $3.6M | 21k | 167.96 |
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