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iShares Russell 1000 Value Index shares owned by Simonbaker & Partners

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

Historical chart of Simonbaker & Partners 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 Simonbaker & Partners 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 Simonbaker & Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $618k 5.2k 119.88
2017-12-31 $597k 4.8k 124.43
2017-09-30 $520k 4.4k 118.56
2017-06-30 $767k 6.6k 116.35
2017-03-31 $758k 6.6k 114.99
2016-12-31 $673k 6.0k 112.73
2016-09-30 $417k 3.9k 105.65
2016-06-30 $399k 3.8k 104.86

More positions owned by Simonbaker & Partners

Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Index (IVV)
iShares Russell 1000 Value Index (IWD)
iShares Russell Midcap Value Index (IWS)
Flexshopper (FPAY)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Visa (V)
Amazon (AMZN)
iShares Russell Midcap Growth Idx. (IWP)
Berkshire Hathaway (BRK.B)
Cognizant Technology Solutions (CTSH)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Booking Holdings (BKNG)

View all positions for Simonbaker & Partners

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