iShares Russell 1000 Value Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $400k | 2.1k | 189.78 |
| 2024-06-30 | $366k | 2.1k | 174.50 |
| 2024-03-31 | $374k | 2.1k | 179.10 |
| 2023-12-31 | $344k | 2.1k | 165.25 |
| 2022-12-31 | $350k | 2.3k | 151.67 |
| 2022-09-30 | $312k | 2.3k | 136.01 |
| 2022-06-30 | $330k | 2.3k | 144.80 |
| 2022-03-31 | $379k | 2.3k | 167.70 |
| 2021-12-31 | $352k | 2.3k | 156.44 |
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