iShares Russell 1000 Value Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $578k | 3.0k | 189.77 |
| 2024-06-30 | $579k | 3.3k | 174.48 |
| 2024-03-31 | $594k | 3.3k | 179.12 |
| 2023-09-30 | $500k | 3.3k | 151.83 |
| 2023-06-30 | $519k | 3.3k | 157.84 |
| 2023-03-31 | $500k | 3.3k | 152.27 |
| 2022-12-31 | $497k | 3.3k | 151.64 |
| 2022-09-30 | $445k | 3.3k | 136.04 |
| 2022-06-30 | $296k | 2.0k | 144.74 |
| 2022-03-31 | $339k | 2.0k | 165.77 |
| 2021-12-31 | $343k | 2.0k | 167.73 |
| 2021-09-30 | $320k | 2.0k | 156.48 |
| 2021-06-30 | $272k | 1.7k | 159.53 |
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