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iShares Russell 1000 Value Index shares owned by Clarity Financial

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

Historical chart of Clarity Financial 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 Clarity Financial 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 Clarity Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 2.2k 179.11
2023-12-31 $365k 2.2k 165.25
2023-09-30 $335k 2.2k 151.82
2023-06-30 $302k 1.9k 157.83
2022-12-31 $291k 1.9k 151.65
2022-09-30 $280k 2.1k 135.86
2022-06-30 $278k 1.9k 145.09
2022-03-31 $318k 1.9k 165.97

More positions owned by Clarity Financial

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Exxon Mobil Corporation (XOM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Duke Energy Corp Com New (DUK)
Microsoft Corporation (MSFT)
Comcast Corp Cl A (CMCSA)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Clarity Financial

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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
Royal Bank of Canada

View all funds holding iShares Russell 1000 Value Index