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iShares Russell 1000 Value Index shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $172k 1.1k 152.27
2022-12-31 $276k 1.8k 151.66
2022-09-30 $352k 2.6k 135.91
2022-06-30 $505k 3.5k 145.11
2022-03-31 $1.2M 7.3k 165.93
2021-12-31 $1.1M 6.8k 167.92
2021-09-30 $1.0M 6.5k 156.48
2021-06-30 $854k 5.4k 158.56
2021-03-31 $81k 535 151.40
2020-12-31 $5.0k 35 142.86