iShares Russell 1000 Value Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 31k | 204.96 |
| 2025-06-30 | $6.1M | 31k | 194.23 |
| 2025-03-31 | $5.9M | 32k | 188.16 |
| 2024-12-31 | $6.2M | 34k | 185.13 |
| 2024-09-30 | $6.6M | 35k | 189.80 |
| 2024-06-30 | $6.3M | 36k | 174.47 |
| 2024-03-31 | $6.7M | 38k | 179.11 |
| 2023-12-31 | $6.1M | 37k | 165.25 |
| 2023-09-30 | $5.4M | 36k | 151.82 |
| 2023-06-30 | $5.7M | 36k | 157.83 |
| 2023-03-31 | $4.9M | 32k | 152.26 |
| 2022-12-31 | $6.1M | 40k | 151.65 |
| 2022-09-30 | $6.0M | 44k | 135.98 |
| 2022-06-30 | $6.6M | 46k | 144.97 |
| 2022-03-31 | $6.9M | 42k | 165.97 |
| 2021-12-31 | $6.7M | 40k | 167.92 |
| 2021-09-30 | $6.3M | 40k | 156.52 |
| 2021-06-30 | $6.5M | 41k | 158.61 |
| 2021-03-31 | $6.2M | 41k | 151.54 |
| 2020-12-31 | $5.4M | 39k | 136.73 |
| 2020-09-30 | $4.4M | 37k | 118.12 |
| 2020-06-30 | $4.2M | 37k | 112.62 |
| 2020-03-31 | $4.2M | 43k | 99.19 |
| 2019-12-31 | $5.8M | 43k | 136.48 |
| 2019-09-30 | $5.5M | 43k | 128.25 |
| 2019-06-30 | $5.5M | 43k | 127.23 |
| 2019-03-31 | $5.5M | 44k | 123.49 |
| 2018-12-31 | $4.9M | 44k | 111.06 |
| 2018-09-30 | $4.9M | 39k | 126.61 |
| 2018-06-30 | $4.0M | 40k | 101.26 |
| 2018-03-31 | $4.7M | 39k | 119.95 |
| 2017-12-31 | $4.9M | 39k | 124.35 |
| 2017-09-30 | $4.6M | 39k | 118.52 |
| 2017-06-30 | $4.2M | 36k | 116.43 |
| 2017-03-31 | $4.2M | 36k | 114.93 |
| 2016-12-31 | $4.4M | 39k | 112.03 |
| 2016-09-30 | $4.2M | 40k | 105.63 |
| 2016-06-30 | $4.1M | 40k | 103.23 |
| 2016-03-31 | $3.8M | 39k | 98.80 |
| 2015-12-31 | $3.8M | 39k | 97.87 |
| 2015-09-30 | $3.6M | 39k | 93.27 |
| 2015-06-30 | $4.0M | 39k | 103.15 |
| 2015-03-31 | $4.1M | 39k | 103.08 |
| 2014-12-31 | $4.1M | 40k | 104.40 |
| 2014-09-30 | $4.0M | 40k | 100.10 |
| 2014-06-30 | $4.0M | 40k | 101.26 |
| 2014-03-31 | $3.8M | 40k | 96.49 |
| 2013-12-31 | $4.2M | 45k | 94.16 |
| 2013-09-30 | $3.9M | 45k | 86.20 |
| 2013-06-30 | $3.7M | 44k | 83.78 |
| 2012-03-31 | $3.7M | 53k | 70.07 |
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