iShares Russell 1000 Value Index shares owned by Money Concepts Capital Corp
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Money Concepts Capital Corp
from 13F filings
Historical chart of Money Concepts Capital Corp investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Money Concepts Capital Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $535k | 3.0k | 179.11 |
| 2023-12-31 | $488k | 3.0k | 165.25 |
| 2023-06-30 | $3.6M | 23k | 157.83 |
| 2023-03-31 | $634k | 88k | 7.25 |
| 2022-12-31 | $525k | 3.5k | 151.65 |
| 2022-09-30 | $67k | 495 | 135.35 |
| 2022-06-30 | $74k | 506 | 146.25 |
| 2022-03-31 | $514k | 3.1k | 166.13 |
| 2021-12-31 | $77k | 458 | 168.12 |
| 2021-03-31 | $128k | 844 | 151.66 |
| 2020-12-31 | $62k | 453 | 136.87 |
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