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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by W Advisors 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 W Advisors

Quarter filed Position value Share count Share price at filing
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