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iShares Russell 1000 Value Index shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf 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 Sugarloaf 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 Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $171k 952 179.11
2023-12-31 $157k 952 165.25
2023-09-30 $145k 952 151.82
2023-06-30 $150k 952 157.83
2023-03-31 $145k 952 152.26
2022-12-31 $144k 952 151.65
2022-09-30 $130k 952 136.55
2022-06-30 $138k 952 144.96
2022-03-31 $158k 952 165.97
2021-12-31 $160k 952 168.07
2021-09-30 $149k 952 156.51
2021-06-30 $151k 952 158.61
2021-03-31 $144k 2.3k 62.91
2020-12-31 $130k 952 136.55
2020-09-30 $112k 952 117.65
2020-06-30 $107k 952 112.40
2020-03-31 $94k 952 98.74
2019-12-31 $130k 952 136.55

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Opus Small Cap Value Etf Etf (OSCV)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Jpmorgan Hedged Equity Laddered Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Microsoft Stock (MSFT)
Home Depot Stock (HD)

View all positions for Sugarloaf Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
Royal Bank of Canada
BlackRock

View all funds holding iShares Russell 1000 Value Index