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iShares Russell 1000 Value Index shares owned by Round Table Services

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Round Table Services from 13F filings

Historical chart of Round Table Services investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Round Table Services 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 Round Table Services

Quarter filed Position value Share count Share price at filing
2022-09-30 $30M 221k 135.99
2022-06-30 $32M 220k 144.97
2022-03-31 $37M 221k 165.98
2021-12-31 $32M 189k 167.93
2021-09-30 $29M 184k 156.51
2021-06-30 $27M 171k 158.62
2021-03-31 $21M 141k 151.55
2020-12-31 $5.7M 42k 136.72
2020-09-30 $4.8M 40k 118.13
2020-06-30 $6.1M 54k 112.63
2020-03-31 $7.7M 77k 99.18
2019-12-31 $12M 90k 136.48
2019-09-30 $11M 89k 128.26
2019-06-30 $11M 89k 127.22
2019-03-31 $12M 93k 123.49
2018-12-31 $9.9M 89k 111.05
2018-09-30 $3.9M 31k 126.62
2018-06-30 $3.7M 31k 121.38
2018-03-31 $3.7M 31k 119.96
2017-12-31 $3.8M 30k 124.33
2017-09-30 $3.8M 32k 118.52
2017-06-30 $3.9M 33k 116.42
2017-03-31 $4.6M 40k 114.94
2016-12-31 $4.5M 40k 112.03
2016-09-30 $4.3M 40k 105.63
2016-06-30 $4.5M 43k 103.23
2016-03-31 $4.3M 44k 98.81
2015-12-31 $4.4M 45k 97.87
2015-09-30 $3.3M 35k 93.27
2015-06-30 $3.6M 35k 103.15
2015-03-31 $3.7M 36k 103.09
2014-12-31 $4.9M 47k 104.40
2014-09-30 $5.3M 53k 100.08
2014-06-30 $5.4M 54k 101.27
2014-03-31 $5.7M 59k 96.49
2013-12-31 $5.9M 63k 94.17
2013-09-30 $5.0M 58k 86.21
2013-06-30 $4.9M 59k 83.79
2013-03-31 $4.3M 53k 81.15
2012-12-31 $4.0M 55k 72.81
2012-09-30 $4.7M 65k 72.18
2012-06-30 $5.0M 74k 68.22
2012-03-31 $5.2M 74k 70.07
2011-12-31 $4.7M 73k 63.48
2011-09-30 $4.2M 75k 56.59
2011-03-31 $4.4M 63k 68.66

More positions owned by Round Table Services

Ishares Tr Core S&p500 Etf (IVV)
New Mountain Finance Corp (NMFC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Apple (AAPL)
Innovator Etfs Tr Emrgng Mkt April (EAPR)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Round Table Services

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