iShares Russell 1000 Value Index shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 12k | 179.11 |
| 2023-12-31 | $2.0M | 12k | 165.25 |
| 2023-09-30 | $1.7M | 11k | 151.82 |
| 2023-06-30 | $1.7M | 11k | 157.83 |
| 2023-03-31 | $1.7M | 11k | 152.25 |
| 2022-12-31 | $1.7M | 11k | 151.64 |
| 2022-09-30 | $240k | 1.8k | 135.90 |
| 2022-06-30 | $256k | 1.8k | 145.21 |
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