iShares Russell 1000 Value Index shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Waterloo Capital 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 Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $24M | 128k | 185.13 |
| 2024-09-30 | $24M | 125k | 189.80 |
| 2024-06-30 | $24M | 135k | 174.47 |
| 2024-03-31 | $25M | 142k | 179.11 |
| 2023-09-30 | $6.8M | 45k | 151.82 |
| 2023-06-30 | $6.8M | 43k | 157.83 |
| 2023-03-31 | $7.7M | 51k | 152.26 |
| 2020-03-31 | $281k | 2.8k | 99.29 |
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