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iShares Russell 1000 Value Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate 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 Baystate 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 6.1k 165.25
2023-09-30 $924k 6.1k 151.82
2023-06-30 $684k 4.3k 157.83
2023-03-31 $863k 5.7k 152.28
2022-12-31 $2.9M 19k 151.66
2022-09-30 $2.8M 21k 136.00
2022-06-30 $1.5M 10k 144.94
2022-03-31 $1.8M 11k 165.99
2021-12-31 $2.1M 12k 167.93
2021-09-30 $1.7M 11k 156.53
2021-06-30 $1.7M 11k 158.67
2021-03-31 $1.5M 10k 151.52
2020-12-31 $1.5M 11k 136.70
2020-09-30 $1.2M 10k 118.13
2020-06-30 $2.1M 18k 112.62
2020-03-31 $1.5M 15k 99.20
2019-12-31 $246k 1.8k 136.51
2019-09-30 $389k 3.0k 128.38
2019-06-30 $393k 3.1k 128.14
2019-03-31 $390k 3.1k 126.58
2018-12-31 $413k 3.5k 118.24
2018-09-30 $50k 404 123.76
2018-06-30 $55k 451 121.95
2018-03-31 $140k 1.2k 121.00
2017-12-31 $121k 933 129.69
2017-09-30 $100k 840 119.05
2017-06-30 $99k 854 115.93
2017-03-31 $100k 878 113.90
2016-12-31 $100k 878 113.90
2012-12-31 $26k 362 71.82

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate 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
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index