iShares Russell 1000 Value Index shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $18M | 101k | 174.47 |
| 2024-03-31 | $17M | 97k | 179.11 |
| 2023-12-31 | $15M | 92k | 165.25 |
| 2023-09-30 | $12M | 81k | 151.82 |
| 2023-06-30 | $11M | 67k | 157.83 |
| 2023-03-31 | $10M | 66k | 152.26 |
| 2022-12-31 | $9.3M | 61k | 151.65 |
| 2022-09-30 | $7.7M | 57k | 135.99 |
| 2022-06-30 | $8.2M | 57k | 144.97 |
| 2022-03-31 | $8.5M | 51k | 165.98 |
| 2021-12-31 | $8.3M | 50k | 167.94 |
| 2021-09-30 | $7.4M | 47k | 156.51 |
| 2021-06-30 | $8.0M | 50k | 158.62 |
| 2021-03-31 | $7.0M | 46k | 151.55 |
| 2019-12-31 | $3.9M | 29k | 136.50 |
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