Patriot Investment Management »

iShares Russell 1000 Value Index shares owned by Patriot Investment Management

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

Historical chart of Patriot Investment 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 Patriot Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Patriot Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 1.2k 179.11
2022-12-31 $123k 773 158.81
2020-06-30 $87k 773 112.62

More positions owned by Patriot Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Patriot Investment 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