iShares Russell 1000 Value Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 5.5k | 185.13 |
| 2024-09-30 | $921k | 4.9k | 189.80 |
| 2024-06-30 | $845k | 4.9k | 174.17 |
| 2024-03-31 | $869k | 4.9k | 179.11 |
| 2023-12-31 | $845k | 5.1k | 165.25 |
| 2023-09-30 | $795k | 5.2k | 151.82 |
| 2023-06-30 | $827k | 5.2k | 157.83 |
| 2023-03-31 | $474k | 3.1k | 152.26 |
| 2022-12-31 | $496k | 3.3k | 151.65 |
| 2022-09-30 | $445k | 3.3k | 136.09 |
| 2022-06-30 | $481k | 3.3k | 144.88 |
| 2022-03-31 | $567k | 3.4k | 165.79 |
| 2021-12-31 | $404k | 2.4k | 168.33 |
| 2021-09-30 | $849k | 5.4k | 156.50 |
| 2021-06-30 | $860k | 5.4k | 158.53 |
| 2021-03-31 | $1.4M | 9.4k | 151.59 |
| 2020-12-31 | $1.4M | 10k | 136.75 |
| 2020-09-30 | $1.2M | 10k | 118.12 |
| 2020-06-30 | $502k | 4.5k | 112.56 |
| 2020-03-31 | $442k | 4.5k | 99.10 |
| 2019-12-31 | $593k | 4.3k | 136.42 |
| 2019-09-30 | $550k | 4.3k | 128.35 |
| 2019-06-30 | $546k | 4.3k | 127.42 |
| 2019-03-31 | $528k | 4.3k | 123.22 |
| 2018-12-31 | $475k | 4.3k | 110.85 |
| 2018-09-30 | $543k | 4.3k | 126.72 |
| 2018-06-30 | $884k | 7.3k | 121.35 |
| 2018-03-31 | $1.2M | 10k | 119.98 |
| 2017-12-31 | $1.3M | 10k | 124.35 |
| 2017-09-30 | $1.2M | 10k | 118.47 |
| 2017-06-30 | $1.3M | 11k | 116.50 |
| 2017-03-31 | $1.3M | 11k | 115.01 |
| 2016-06-30 | $367k | 3.6k | 103.23 |
| 2016-03-31 | $351k | 3.6k | 98.73 |
| 2015-12-31 | $348k | 3.6k | 97.89 |
| 2013-03-31 | $205k | 2.5k | 81.19 |
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