iShares Russell 1000 Value Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 6.0k | 189.80 |
| 2024-06-30 | $908k | 5.2k | 174.47 |
| 2024-03-31 | $935k | 5.2k | 179.11 |
| 2023-12-31 | $658k | 4.0k | 165.25 |
| 2023-09-30 | $721k | 4.8k | 151.82 |
| 2023-06-30 | $750k | 4.8k | 157.84 |
| 2023-03-31 | $728k | 4.8k | 152.26 |
| 2022-12-31 | $728k | 4.8k | 151.67 |
| 2022-09-30 | $887k | 6.5k | 135.98 |
| 2022-06-30 | $686k | 4.7k | 145.03 |
| 2022-03-31 | $767k | 4.6k | 166.05 |
| 2019-09-30 | $277k | 2.2k | 128.24 |
| 2016-12-31 | $205k | 1.8k | 111.84 |
| 2016-09-30 | $314k | 3.0k | 105.55 |
| 2016-06-30 | $305k | 3.0k | 103.11 |
| 2016-03-31 | $292k | 3.0k | 98.72 |
| 2015-12-31 | $298k | 3.0k | 97.83 |
| 2015-09-30 | $283k | 3.0k | 93.37 |
| 2015-06-30 | $462k | 4.5k | 103.15 |
| 2015-03-31 | $439k | 4.3k | 103.10 |
| 2014-12-31 | $337k | 3.2k | 104.30 |
| 2014-09-30 | $322k | 3.2k | 100.06 |
| 2014-06-30 | $325k | 3.2k | 101.44 |
| 2014-03-31 | $291k | 3.0k | 96.42 |
| 2013-12-31 | $270k | 2.9k | 94.14 |
| 2013-09-30 | $247k | 2.9k | 86.12 |
| 2013-06-30 | $236k | 2.8k | 83.75 |
| 2013-03-31 | $225k | 2.8k | 81.29 |
| 2012-03-31 | $253k | 3.7k | 68.38 |
| 2011-09-30 | $209k | 3.7k | 56.49 |
| 2011-06-30 | $253k | 3.7k | 68.38 |
| 2011-03-31 | $323k | 4.7k | 68.72 |
| 2010-12-31 | $270k | 4.2k | 64.83 |
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