iShares Russell 1000 Value Index shares owned by Waterfront Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $720k | 3.5k | 204.20 |
| 2025-06-30 | $685k | 3.5k | 194.23 |
| 2025-03-31 | $663k | 3.5k | 188.16 |
| 2024-12-31 | $653k | 3.5k | 185.13 |
| 2024-09-30 | $668k | 3.5k | 189.91 |
| 2024-06-30 | $582k | 3.3k | 174.47 |
| 2024-03-31 | $575k | 3.3k | 172.60 |
| 2023-12-31 | $551k | 3.3k | 165.25 |
| 2023-09-30 | $488k | 3.3k | 146.36 |
| 2023-06-30 | $544k | 3.3k | 163.18 |
| 2023-03-31 | $508k | 3.3k | 152.26 |
| 2022-12-31 | $530k | 3.3k | 158.81 |
| 2022-09-30 | $496k | 3.3k | 148.77 |
| 2022-06-30 | $483k | 3.3k | 144.87 |
| 2022-03-31 | $555k | 3.3k | 166.47 |
| 2021-12-31 | $593k | 3.5k | 168.04 |
| 2021-09-30 | $522k | 3.3k | 156.57 |
| 2021-06-30 | $529k | 3.3k | 158.67 |
| 2021-03-31 | $510k | 3.3k | 152.97 |
| 2020-12-31 | $456k | 3.3k | 136.77 |
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