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iShares Russell 1000 Value Index shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 13k 179.11
2023-12-31 $1.8M 11k 165.25
2023-09-30 $1.7M 11k 151.83
2023-06-30 $1.7M 11k 157.83
2023-03-31 $1.4M 8.9k 152.26
2022-12-31 $1.3M 8.9k 151.65
2022-09-30 $873k 6.4k 135.98
2022-06-30 $931k 6.4k 145.02
2022-03-31 $1.1M 6.5k 165.09
2021-12-31 $1.1M 6.4k 167.87
2021-09-30 $914k 5.8k 156.59
2021-06-30 $831k 5.2k 158.68
2021-03-31 $757k 5.0k 151.61
2020-12-31 $659k 4.8k 136.64
2020-09-30 $527k 4.5k 118.03
2020-06-30 $305k 2.7k 112.80
2020-03-31 $282k 2.8k 99.05
2019-12-31 $423k 3.1k 136.58
2019-09-30 $390k 3.0k 128.42
2019-06-30 $606k 4.8k 127.18
2019-03-31 $588k 4.8k 123.48
2018-12-31 $528k 4.6k 115.08
2018-09-30 $336k 2.7k 126.60
2018-06-30 $322k 2.7k 121.42
2018-03-31 $328k 2.7k 120.06
2017-12-31 $339k 2.7k 124.22
2017-09-30 $323k 2.7k 118.62
2017-06-30 $317k 2.7k 116.59
2017-03-31 $313k 2.7k 115.12
2016-12-31 $304k 2.7k 111.93
2016-09-30 $286k 2.7k 105.54
2016-06-30 $279k 2.7k 103.10
2016-03-31 $316k 3.2k 98.75
2015-12-31 $255k 2.6k 97.96
2015-09-30 $243k 2.6k 93.35
2015-06-30 $257k 2.5k 103.21
2015-03-31 $42k 404 103.96
2014-12-31 $42k 404 103.96

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
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