iShares Russell 1000 Value Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Value Index by GeoWealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.0k | 4 | 250.00 |
2023-06-30 | $1.0k | 4 | 250.00 |
2023-03-31 | $1.0k | 4 | 250.00 |
2022-12-31 | $8.0k | 56 | 142.86 |
2022-09-30 | $40k | 294 | 136.05 |
2022-06-30 | $34k | 239 | 142.26 |
2022-03-31 | $51k | 312 | 163.46 |
2021-12-31 | $55k | 322 | 170.81 |
2021-09-30 | $44k | 283 | 155.48 |
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