iShares Russell 1000 Value Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $782k | 4.7k | 165.26 |
| 2023-09-30 | $925k | 6.1k | 151.81 |
| 2023-06-30 | $959k | 6.1k | 157.82 |
| 2023-03-31 | $973k | 6.4k | 152.25 |
| 2022-12-31 | $25M | 164k | 151.65 |
| 2022-09-30 | $24M | 176k | 135.99 |
| 2022-06-30 | $18M | 127k | 144.97 |
| 2022-03-31 | $23M | 137k | 165.98 |
| 2021-12-31 | $43M | 254k | 167.93 |
| 2021-09-30 | $39M | 250k | 156.51 |
| 2021-06-30 | $38M | 240k | 158.62 |
| 2020-12-31 | $31M | 225k | 136.73 |
| 2020-09-30 | $26M | 219k | 118.13 |
| 2018-09-30 | $12k | 98 | 122.45 |
| 2018-06-30 | $11k | 97 | 113.40 |
| 2018-03-31 | $11k | 97 | 113.40 |
| 2017-12-31 | $31k | 253 | 122.53 |
| 2017-09-30 | $11k | 95 | 115.79 |
| 2017-06-30 | $11k | 95 | 115.79 |
| 2017-03-31 | $10k | 95 | 105.26 |
| 2016-12-31 | $11k | 95 | 115.79 |
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