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iShares Russell 1000 Value Index shares owned by Wexford Capital

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wexford Capital from 13F filings

Historical chart of Wexford Capital investment in iShares Russell 1000 Value Index

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 202402M4M6M8M10M020k40k60k
Value ($)Share countHistorical IWD position of Wexford Capital Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 1000 Value Index held by Wexford Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Wexford Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 28k 179.11
2023-09-30 $4.8M 32k 151.82
2022-12-31 $321k 2.1k 151.65
2022-06-30 $9.7M 67k 144.97
2021-06-30 $2.5M 16k 158.59
2020-09-30 $1.9M 17k 118.15