Appleton Group Wealth Management »

iShares Russell 1000 Value Index shares owned by Appleton Group Wealth Management

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

Historical chart of Appleton Group 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 Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $973k 6.4k 151.82
2023-06-30 $970k 6.1k 157.83
2023-03-31 $916k 6.0k 152.26
2022-12-31 $888k 5.9k 151.65
2022-09-30 $796k 5.9k 135.98
2022-06-30 $849k 5.9k 145.03
2022-03-31 $945k 5.7k 166.05
2021-12-31 $1.1M 6.4k 167.97
2021-09-30 $999k 6.4k 156.53
2021-06-30 $1.0M 6.3k 158.60
2021-03-31 $954k 6.3k 151.60
2020-12-31 $835k 6.1k 136.66
2020-09-30 $722k 6.1k 118.17
2020-06-30 $660k 5.9k 112.69
2020-03-31 $579k 5.8k 99.14
2019-12-31 $761k 5.6k 136.50
2019-09-30 $3.1M 24k 128.24
2019-06-30 $4.6M 36k 127.22
2019-03-31 $4.3M 35k 123.48
2018-09-30 $6.1M 48k 126.63
2018-06-30 $4.5M 37k 121.39
2018-03-31 $4.4M 37k 119.96
2017-12-31 $4.8M 38k 124.34
2017-09-30 $4.5M 38k 118.51
2017-06-30 $4.4M 38k 116.43
2017-03-31 $4.4M 38k 114.95
2016-12-31 $4.5M 40k 112.04
2016-09-30 $9.1M 86k 105.62
2016-06-30 $11M 104k 103.23
2016-03-31 $16M 160k 98.81
2015-12-31 $11M 110k 97.86
2015-09-30 $3.6M 38k 93.27
2015-06-30 $11M 106k 103.15
2015-03-31 $11M 104k 103.08
2014-12-31 $11M 100k 104.40
2014-09-30 $11M 11k 1000.96
2014-06-30 $11M 106k 101.27
2014-03-31 $10M 105k 96.50
2013-12-31 $10M 110k 94.17
2013-09-30 $9.3M 108k 86.20
2013-06-30 $9.0M 108k 83.79
2013-03-31 $16M 200k 81.17
2012-12-31 $5.5M 76k 72.82
2012-09-30 $15M 209k 72.18
2012-06-30 $5.1M 75k 68.22
2012-03-31 $16M 223k 70.07
2011-12-31 $10M 157k 63.48
2011-09-30 $5.2k 93k 0.06

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index