Sunpointe »

iShares Russell 1000 Value Index shares owned by Sunpointe

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

Historical chart of Sunpointe 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 Sunpointe consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Sunpointe

Quarter filed Position value Share count Share price at filing
2024-03-31 $681k 3.8k 179.11
2023-12-31 $653k 4.0k 165.25

More positions owned by Sunpointe

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sunpointe

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