iShares Russell 1000 Value Index shares owned by Sand Hill Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sand Hill Advisors
from 13F filings
Historical chart of Sand Hill Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Sand Hill Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $485k | 2.7k | 179.11 |
| 2023-12-31 | $473k | 2.9k | 165.25 |
| 2023-09-30 | $486k | 3.2k | 151.82 |
| 2023-06-30 | $467k | 3.0k | 157.85 |
| 2023-03-31 | $469k | 3.1k | 152.28 |
| 2022-12-31 | $689k | 4.5k | 151.66 |
| 2022-09-30 | $396k | 2.9k | 136.18 |
| 2022-06-30 | $528k | 3.6k | 144.94 |
| 2022-03-31 | $501k | 3.0k | 166.17 |
| 2021-12-31 | $544k | 3.2k | 167.95 |
| 2021-09-30 | $456k | 2.9k | 156.59 |
| 2021-06-30 | $462k | 2.9k | 158.65 |
| 2021-03-31 | $441k | 2.9k | 151.44 |
| 2020-12-31 | $418k | 3.1k | 136.78 |
| 2020-09-30 | $347k | 2.9k | 118.23 |
| 2020-06-30 | $331k | 2.9k | 112.78 |
| 2020-03-31 | $315k | 3.2k | 99.31 |
| 2019-12-31 | $515k | 3.8k | 136.53 |
| 2019-09-30 | $429k | 3.3k | 128.14 |
| 2019-06-30 | $480k | 3.8k | 127.15 |
| 2019-03-31 | $457k | 3.7k | 123.48 |
| 2018-12-31 | $40M | 362k | 111.05 |
| 2018-09-30 | $55M | 435k | 126.62 |
| 2018-06-30 | $53M | 438k | 121.26 |
| 2018-03-31 | $7.5M | 63k | 119.97 |
| 2017-12-31 | $80M | 645k | 124.34 |
| 2017-09-30 | $77M | 653k | 118.60 |
| 2017-06-30 | $74M | 637k | 116.43 |
| 2017-03-31 | $73M | 633k | 114.94 |
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