iShares Russell 1000 Value Index shares owned by Westmount Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 3.4k | 203.87 |
| 2025-06-30 | $658k | 3.4k | 194.22 |
| 2025-03-31 | $648k | 3.4k | 188.14 |
| 2024-12-31 | $678k | 3.7k | 185.15 |
| 2024-09-30 | $695k | 3.7k | 189.81 |
| 2024-06-30 | $635k | 3.7k | 173.36 |
| 2024-03-31 | $656k | 3.7k | 179.10 |
| 2023-12-31 | $595k | 3.6k | 165.24 |
| 2023-09-30 | $547k | 3.6k | 151.83 |
| 2023-06-30 | $570k | 3.6k | 157.84 |
| 2023-03-31 | $550k | 3.6k | 152.26 |
| 2022-12-31 | $532k | 3.5k | 151.64 |
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