iShares Russell 1000 Value Index shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $65k | 361 | 179.11 |
| 2023-12-31 | $60k | 361 | 165.25 |
| 2023-09-30 | $55k | 361 | 152.81 |
| 2023-06-30 | $73k | 465 | 157.83 |
| 2023-03-31 | $81k | 530 | 152.26 |
| 2022-12-31 | $80k | 530 | 151.65 |
| 2022-09-30 | $72k | 530 | 135.85 |
| 2022-06-30 | $77k | 530 | 145.28 |
| 2022-03-31 | $88k | 530 | 166.04 |
| 2021-12-31 | $89k | 530 | 167.92 |
| 2021-09-30 | $83k | 530 | 156.60 |
| 2021-06-30 | $79k | 497 | 158.95 |
| 2021-03-31 | $75k | 497 | 150.91 |
| 2020-12-31 | $84k | 612 | 137.25 |
| 2020-09-30 | $133k | 1.1k | 118.12 |
| 2020-06-30 | $179k | 1.6k | 112.37 |
| 2020-03-31 | $278k | 2.8k | 99.29 |
| 2019-12-31 | $434k | 3.2k | 136.74 |
| 2019-09-30 | $422k | 3.3k | 128.31 |
| 2019-06-30 | $432k | 3.4k | 127.25 |
| 2019-03-31 | $0 | 4.2k | 0.00 |
| 2018-12-31 | $462k | 4.2k | 111.03 |
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