iShares Russell 1000 Value Index shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 7.0k | 179.10 |
| 2023-12-31 | $1.2M | 7.0k | 165.24 |
| 2023-09-30 | $11M | 70k | 151.82 |
| 2023-06-30 | $11M | 67k | 157.83 |
| 2023-03-31 | $10M | 66k | 152.26 |
| 2022-12-31 | $6.2M | 41k | 151.65 |
| 2022-09-30 | $8.4M | 62k | 135.99 |
| 2022-06-30 | $9.1M | 63k | 144.97 |
| 2022-03-31 | $9.9M | 60k | 165.98 |
| 2020-12-31 | $312k | 2.3k | 135.89 |
| 2020-09-30 | $340k | 2.9k | 117.97 |
| 2020-06-30 | $387k | 3.4k | 112.63 |
| 2020-03-31 | $8.2M | 82k | 99.18 |
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