iShares Russell 1000 Value Index shares owned by Waldron
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $181M | 891k | 203.59 |
| 2025-06-30 | $173M | 892k | 194.23 |
| 2025-03-31 | $164M | 870k | 188.16 |
| 2024-12-31 | $158M | 851k | 185.13 |
| 2024-09-30 | $163M | 857k | 189.80 |
| 2024-06-30 | $156M | 894k | 174.47 |
| 2024-03-31 | $161M | 900k | 179.11 |
| 2023-12-31 | $151M | 911k | 165.25 |
| 2023-09-30 | $140M | 917k | 152.81 |
| 2023-06-30 | $148M | 936k | 157.83 |
| 2023-03-31 | $146M | 961k | 152.26 |
| 2022-12-31 | $127M | 933k | 136.00 |
| 2022-09-30 | $127M | 933k | 136.00 |
| 2022-06-30 | $142M | 979k | 144.97 |
| 2022-03-31 | $145M | 875k | 165.98 |
| 2021-12-31 | $147M | 878k | 167.93 |
| 2021-09-30 | $134M | 855k | 156.52 |
| 2021-06-30 | $133M | 838k | 158.62 |
| 2021-03-31 | $124M | 817k | 151.56 |
| 2020-12-31 | $108M | 790k | 136.73 |
| 2020-09-30 | $89M | 749k | 118.13 |
| 2020-06-30 | $82M | 726k | 112.62 |
| 2020-03-31 | $75M | 755k | 99.18 |
| 2019-12-31 | $128M | 940k | 136.48 |
| 2019-09-30 | $117M | 912k | 128.26 |
| 2019-06-30 | $107M | 837k | 127.22 |
| 2019-03-31 | $99M | 798k | 123.49 |
| 2018-12-31 | $74M | 664k | 111.05 |
| 2018-09-30 | $92M | 728k | 126.62 |
| 2018-06-30 | $83M | 683k | 121.38 |
| 2018-03-31 | $79M | 655k | 119.96 |
| 2017-12-31 | $81M | 650k | 124.34 |
| 2017-09-30 | $76M | 645k | 118.51 |
| 2017-06-30 | $73M | 626k | 116.43 |
| 2017-03-31 | $74M | 644k | 114.46 |
| 2016-12-31 | $65M | 582k | 112.03 |
| 2016-09-30 | $65M | 619k | 105.52 |
| 2016-06-30 | $54M | 574k | 93.48 |
| 2016-03-31 | $54M | 574k | 93.48 |
| 2015-12-31 | $57M | 583k | 97.96 |
| 2015-09-30 | $54M | 574k | 93.48 |
| 2015-06-30 | $64M | 621k | 102.66 |
| 2015-03-31 | $59M | 575k | 103.08 |
| 2014-12-31 | $59M | 564k | 104.40 |
| 2014-09-30 | $56M | 559k | 100.09 |
| 2014-06-30 | $56M | 555k | 101.27 |
| 2014-03-31 | $53M | 550k | 96.50 |
| 2013-12-31 | $57M | 600k | 94.17 |
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