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iShares Russell 1000 Value Index shares owned by Rf&l Wealth Management

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

Historical chart of Rf&l 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 Rf&l 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 Rf&l Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 7.7k 179.11
2023-12-31 $1.2M 7.0k 165.25
2023-09-30 $1.1M 7.3k 151.82
2023-06-30 $1.1M 6.8k 157.83
2023-03-31 $1.1M 6.9k 152.26
2022-12-31 $975k 6.4k 151.65

More positions owned by Rf&l Wealth Management

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)

View all positions for Rf&l Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
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

View all funds holding iShares Russell 1000 Value Index