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iShares Russell 1000 Value Index shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 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 9258 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 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 1.4k 189.80
2024-06-30 $242k 1.4k 174.47
2024-03-31 $248k 1.4k 179.11
2023-12-31 $229k 1.4k 165.25

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Apple Stock (AAPL)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
Oracle Corp Stock (ORCL)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Total International Stock ETF Etf (VXUS)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Mega Cap Value ETF Etf (MGV)
Cincinnati Financial Corp Stock (CINF)

View all positions for 9258 Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index