iShares Russell 1000 Value Index shares owned by Wunderlich Securities
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wunderlich Securities
from 13F filings
Historical chart of Wunderlich Securities investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wunderlich Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $21M | 3.9k | 5405.99 |
| 2022-03-31 | $535k | 3.2k | 165.89 |
| 2021-12-31 | $538k | 3.2k | 167.92 |
| 2021-09-30 | $505k | 3.2k | 156.49 |
| 2020-06-30 | $315k | 2.8k | 112.50 |
| 2020-03-31 | $519k | 5.3k | 98.86 |
| 2019-12-31 | $707k | 5.2k | 136.57 |
| 2019-09-30 | $664k | 5.2k | 128.34 |
| 2019-06-30 | $663k | 5.2k | 127.26 |
| 2019-03-31 | $647k | 5.2k | 123.45 |
| 2018-12-31 | $497k | 4.5k | 111.09 |
| 2018-09-30 | $532k | 4.2k | 126.64 |
| 2015-06-30 | $132k | 1.3k | 102.56 |
| 2015-03-31 | $135k | 1.3k | 102.82 |
| 2014-12-31 | $149k | 1.4k | 104.27 |
| 2014-09-30 | $192k | 1.9k | 99.95 |
| 2014-06-30 | $194k | 1.9k | 101.04 |
| 2014-03-31 | $185k | 1.9k | 96.66 |
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