iShares Russell 1000 Value Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $179k | 944 | 189.80 |
| 2024-06-30 | $167k | 956 | 174.47 |
| 2024-03-31 | $171k | 956 | 179.11 |
| 2023-12-31 | $158k | 957 | 165.25 |
| 2023-09-30 | $161k | 1.1k | 151.82 |
| 2023-06-30 | $167k | 1.1k | 157.83 |
| 2023-03-31 | $161k | 1.1k | 152.26 |
| 2022-12-31 | $160k | 1.1k | 151.65 |
| 2022-09-30 | $144k | 1.1k | 136.23 |
| 2022-06-30 | $153k | 1.1k | 144.75 |
| 2022-03-31 | $175k | 1.1k | 165.56 |
| 2021-12-31 | $178k | 1.1k | 168.40 |
| 2021-09-30 | $165k | 1.1k | 156.10 |
| 2021-06-30 | $168k | 1.1k | 158.94 |
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