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iShares Russell 1000 Value Index shares owned by Evermay Wealth Management

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

Historical chart of Evermay 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 Evermay 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 16k 165.25
2023-09-30 $2.5M 17k 152.64
2023-06-30 $2.6M 17k 157.83
2023-03-31 $2.5M 17k 152.26
2022-12-31 $2.6M 17k 151.65
2022-09-30 $2.3M 17k 135.97
2022-06-30 $2.3M 16k 144.97
2022-03-31 $2.7M 16k 166.01
2021-12-31 $516k 3.1k 167.86
2021-09-30 $559k 3.6k 156.41
2021-06-30 $567k 3.6k 158.65
2021-03-31 $566k 3.7k 151.58
2020-12-31 $543k 4.0k 136.71
2020-09-30 $469k 4.0k 118.08
2020-06-30 $447k 4.0k 112.54
2020-03-31 $394k 4.0k 99.19
2019-12-31 $542k 4.0k 136.46
2019-09-30 $509k 4.0k 128.15
2019-06-30 $505k 4.0k 127.14
2019-03-31 $491k 4.0k 123.62
2018-12-31 $441k 4.0k 111.03
2018-09-30 $500k 3.9k 126.74
2018-06-30 $479k 3.9k 121.42
2018-03-31 $473k 3.9k 119.90
2017-12-31 $491k 3.9k 124.46
2017-09-30 $468k 3.9k 118.63
2017-06-30 $459k 3.9k 116.35
2017-03-31 $453k 3.9k 114.83
2016-12-31 $442k 3.9k 112.04
2016-09-30 $417k 3.9k 105.70
2016-06-30 $407k 3.9k 103.17
2016-03-31 $390k 3.9k 98.86
2015-12-31 $404k 4.1k 97.89
2015-09-30 $385k 4.1k 93.29
2015-06-30 $426k 4.1k 103.22
2015-03-31 $407k 3.9k 103.17
2014-12-31 $412k 3.9k 104.44
2014-09-30 $395k 3.9k 100.13
2014-06-30 $400k 3.9k 101.39
2014-03-31 $381k 3.9k 96.58
2013-12-31 $372k 3.9k 94.30

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay 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