iShares Russell 1000 Value Index shares owned by Widmann Financial Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Widmann Financial Services
from 13F filings
Historical chart of Widmann Financial Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Widmann Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 29k | 189.80 |
| 2024-06-30 | $4.9M | 28k | 174.47 |
| 2024-03-31 | $5.0M | 28k | 179.11 |
| 2023-12-31 | $4.6M | 28k | 165.25 |
| 2023-09-30 | $4.1M | 27k | 151.82 |
| 2023-06-30 | $4.3M | 27k | 157.83 |
| 2023-03-31 | $4.1M | 27k | 152.26 |
| 2022-12-31 | $3.9M | 26k | 151.65 |
| 2022-09-30 | $3.5M | 25k | 135.99 |
| 2022-06-30 | $3.5M | 25k | 144.96 |
| 2022-03-31 | $4.1M | 25k | 165.96 |
| 2021-12-31 | $4.2M | 25k | 167.91 |
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