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iShares Russell 1000 Value Index shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Angeles Wealth Management 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 Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 10k 151.82
2023-06-30 $1.6M 10k 157.83
2023-03-31 $1.5M 10k 152.26
2022-12-31 $1.5M 10k 151.65
2022-09-30 $48k 350 137.14

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci World Etf (URTH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Apple (AAPL)

View all positions for Angeles Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index