iShares Russell 1000 Value Index shares owned by Warner Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $649k | 3.5k | 185.06 |
| 2024-09-30 | $662k | 3.5k | 189.74 |
| 2024-06-30 | $606k | 3.5k | 174.49 |
| 2024-03-31 | $620k | 3.5k | 179.09 |
| 2023-12-31 | $574k | 3.5k | 165.23 |
| 2023-09-30 | $522k | 3.4k | 151.83 |
| 2023-06-30 | $517k | 3.3k | 157.72 |
| 2023-03-31 | $497k | 3.3k | 152.13 |
| 2022-12-31 | $490k | 3.2k | 151.84 |
| 2022-09-30 | $434k | 3.2k | 135.92 |
| 2022-06-30 | $463k | 3.2k | 145.00 |
| 2022-03-31 | $473k | 1.7k | 271.68 |
| 2021-12-31 | $291k | 1.7k | 168.01 |
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