iShares Russell 1000 Value Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 22k | 179.11 |
| 2023-12-31 | $3.7M | 22k | 165.25 |
| 2023-09-30 | $3.4M | 23k | 151.82 |
| 2023-06-30 | $3.5M | 22k | 157.83 |
| 2023-03-31 | $3.3M | 22k | 152.26 |
| 2022-12-31 | $3.3M | 22k | 151.65 |
| 2022-09-30 | $3.0M | 22k | 136.01 |
| 2022-06-30 | $3.2M | 22k | 144.95 |
| 2022-03-31 | $3.7M | 22k | 165.99 |
| 2021-12-31 | $3.6M | 22k | 167.92 |
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