Old Second Wealth Management »

iShares Russell 1000 Value Index shares owned by Old Second Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Old Second Wealth Management from 13F filings

Historical chart of Old Second Wealth 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 Old Second Wealth Management 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 Old Second Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 284 179.11
2023-12-31 $47k 284 165.25
2023-09-30 $43k 284 151.82
2016-12-31 $22k 200 110.00
2016-09-30 $21k 200 105.00
2016-06-30 $21k 200 105.00
2016-03-31 $20k 200 100.00
2015-12-31 $20k 200 100.00
2015-09-30 $19k 200 95.00
2015-06-30 $21k 200 105.00
2015-03-31 $21k 200 105.00
2014-12-31 $21k 200 105.00