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iShares Russell 1000 Value Index shares owned by Unionview

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

Historical chart of Unionview 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 Unionview 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 Unionview

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 16k 179.11
2023-12-31 $2.3M 14k 165.25
2023-09-30 $2.0M 13k 151.83
2023-06-30 $1.8M 11k 157.84
2023-03-31 $1.7M 11k 152.27
2022-12-31 $1.5M 10k 151.65
2022-09-30 $1.4M 10k 136.04
2022-06-30 $1.4M 9.8k 145.02
2022-03-31 $1.6M 9.3k 165.95
2021-12-31 $1.5M 9.0k 167.98

More positions owned by Unionview

Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Value Line Divid In SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Unionview

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