iShares Russell 1000 Value Index shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 1.4k | 203.61 |
| 2025-06-30 | $275k | 1.4k | 194.25 |
| 2025-03-31 | $266k | 1.4k | 188.18 |
| 2024-12-31 | $262k | 1.4k | 185.15 |
| 2024-09-30 | $253k | 1.3k | 189.82 |
| 2024-06-30 | $233k | 1.3k | 174.49 |
| 2024-03-31 | $239k | 1.3k | 179.13 |
| 2023-12-31 | $220k | 1.3k | 165.27 |
| 2023-09-30 | $202k | 1.3k | 151.84 |
| 2019-12-31 | $294k | 2.2k | 136.11 |
| 2019-09-30 | $277k | 2.2k | 128.24 |
| 2019-06-30 | $274k | 2.2k | 126.85 |
| 2019-03-31 | $266k | 2.2k | 123.15 |
| 2018-12-31 | $239k | 2.2k | 110.65 |
| 2018-09-30 | $273k | 2.2k | 126.39 |
| 2018-06-30 | $262k | 2.2k | 121.30 |
| 2018-03-31 | $259k | 2.2k | 119.91 |
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