iShares Russell 1000 Value Index shares owned by Wiley Bros.-aintree Capital
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wiley Bros.-aintree Capital
from 13F filings
Historical chart of Wiley Bros.-aintree Capital investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Wiley Bros.-aintree 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 Wiley Bros.-aintree Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 82k | 204.61 |
| 2025-06-30 | $17M | 89k | 194.26 |
| 2025-03-31 | $14M | 74k | 186.14 |
| 2024-12-31 | $17M | 91k | 186.39 |
| 2024-09-30 | $7.0M | 37k | 189.65 |
| 2024-06-30 | $4.9M | 28k | 174.47 |
| 2024-03-31 | $930k | 5.2k | 179.11 |
| 2023-12-31 | $1.8M | 11k | 165.08 |
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