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iShares Russell 1000 Value Index shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $46M 281k 165.25
2023-09-30 $44M 289k 151.82
2023-06-30 $46M 292k 157.83
2023-03-31 $47M 311k 152.26
2022-12-31 $49M 325k 151.65
2022-09-30 $47M 343k 135.99
2022-06-30 $50M 343k 144.97
2022-03-31 $57M 344k 165.98
2021-12-31 $34M 204k 167.93
2021-09-30 $30M 193k 156.51
2021-06-30 $25M 158k 158.62
2021-03-31 $23M 149k 151.55
2020-12-31 $18M 132k 136.73
2020-09-30 $12M 98k 118.12
2020-06-30 $11M 96k 112.62
2020-03-31 $10M 102k 99.18
2019-12-31 $15M 109k 136.48
2019-09-30 $13M 104k 128.26
2019-06-30 $13M 100k 127.22
2019-03-31 $12M 100k 123.49
2018-12-31 $11M 99k 111.05
2018-09-30 $12M 96k 126.62
2018-06-30 $12M 98k 121.38
2018-03-31 $12M 101k 119.96
2017-12-31 $13M 108k 124.34
2017-09-30 $13M 108k 118.51
2017-06-30 $12M 106k 116.43
2017-03-31 $12M 103k 114.94
2016-12-31 $11M 98k 112.03
2016-09-30 $9.9M 94k 105.62
2016-06-30 $9.6M 93k 103.23
2016-03-31 $9.2M 93k 98.81
2015-12-31 $8.6M 88k 97.86
2015-09-30 $8.2M 88k 93.28
2015-06-30 $11M 102k 103.15
2015-03-31 $12M 114k 103.08
2014-12-31 $17M 162k 104.40
2014-09-30 $17M 168k 100.09
2014-06-30 $14M 137k 101.27
2014-03-31 $13M 133k 96.50
2013-12-31 $12M 128k 94.17
2013-09-30 $11M 122k 86.20
2013-06-30 $9.7M 116k 83.79
2013-03-31 $8.6M 106k 81.17

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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