iShares Russell 1000 Value Index shares owned by XML Financial
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 66k | 203.59 |
| 2025-06-30 | $13M | 66k | 194.23 |
| 2025-03-31 | $12M | 65k | 188.16 |
| 2024-12-31 | $13M | 70k | 185.13 |
| 2024-09-30 | $13M | 69k | 189.80 |
| 2024-06-30 | $12M | 67k | 174.47 |
| 2024-03-31 | $12M | 66k | 179.11 |
| 2023-09-30 | $9.8M | 64k | 151.82 |
| 2023-06-30 | $9.8M | 63k | 157.40 |
| 2023-03-31 | $9.4M | 62k | 152.63 |
| 2022-12-31 | $9.4M | 62k | 151.65 |
| 2022-09-30 | $8.3M | 61k | 135.99 |
| 2022-06-30 | $8.6M | 59k | 144.97 |
| 2022-03-31 | $9.5M | 58k | 165.99 |
| 2021-12-31 | $9.3M | 55k | 167.93 |
| 2021-09-30 | $8.4M | 54k | 156.53 |
| 2021-06-30 | $8.3M | 52k | 158.63 |
| 2021-03-31 | $7.4M | 49k | 151.54 |
| 2020-12-31 | $6.5M | 47k | 136.73 |
| 2020-09-30 | $5.2M | 44k | 118.13 |
| 2020-06-30 | $4.9M | 44k | 112.63 |
| 2020-03-31 | $4.4M | 44k | 99.17 |
| 2019-12-31 | $6.1M | 45k | 136.47 |
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