Emerald Investment Partners »

iShares Russell 1000 Value Index shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $900k 5.0k 179.11
2023-12-31 $1.2M 7.5k 165.25
2023-09-30 $2.0M 13k 152.81
2023-06-30 $1.9M 12k 157.83
2023-03-31 $1.8M 12k 152.26
2022-12-31 $2.4M 16k 151.65
2022-09-30 $1.3M 9.3k 135.99
2022-06-30 $1.3M 9.2k 145.00
2022-03-31 $1.1M 6.9k 165.92
2021-12-31 $2.9M 17k 167.90
2021-06-30 $164k 1.0k 158.15
2021-03-31 $157k 1.0k 151.40
2020-09-30 $194k 1.6k 118.00
2020-06-30 $143k 1.3k 112.69
2020-03-31 $239k 2.4k 99.05
2019-12-31 $428k 3.1k 136.48
2019-09-30 $402k 3.1k 128.19
2019-06-30 $404k 3.2k 127.24
2019-03-31 $392k 3.2k 123.46
2018-12-31 $288k 2.6k 110.90
2018-09-30 $358k 2.8k 127.54
2018-06-30 $354k 2.9k 121.40
2018-03-31 $361k 3.0k 120.01
2017-12-31 $400k 3.2k 124.96