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iShares Russell 1000 Value Index shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 11k 179.12
2023-12-31 $1.9M 11k 165.26
2023-06-30 $1.3M 8.3k 157.84
2023-03-31 $1.8M 12k 152.26
2022-12-31 $2.1M 14k 154.80
2022-09-30 $1.9M 13k 143.66
2022-06-30 $2.4M 17k 144.96
2022-03-31 $3.3M 20k 165.97
2021-12-31 $1.4M 8.2k 170.38

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

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