iShares Russell 1000 Value Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.3k | 203.59 |
| 2024-12-31 | $4.4M | 24k | 185.13 |
| 2024-06-30 | $1.1M | 6.2k | 174.46 |
| 2024-03-31 | $878k | 4.9k | 179.13 |
| 2023-12-31 | $515k | 3.1k | 165.27 |
| 2023-06-30 | $1.4M | 8.6k | 157.84 |
| 2022-12-31 | $2.1M | 14k | 151.64 |
| 2022-09-30 | $2.0M | 15k | 136.01 |
| 2022-06-30 | $3.4M | 23k | 144.95 |
| 2021-12-31 | $321k | 1.9k | 167.97 |
| 2021-09-30 | $202k | 1.3k | 156.59 |
| 2020-03-31 | $1.5M | 15k | 99.19 |
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