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iShares Russell 1000 Value Index shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 3.8k 203.59
2025-06-30 $741k 3.8k 194.23
2025-03-31 $715k 3.8k 188.17
2024-12-31 $700k 3.8k 185.09
2024-09-30 $714k 3.8k 189.79
2024-06-30 $653k 3.7k 174.51
2024-03-31 $668k 3.7k 179.23