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iShares Russell 1000 Value Index shares owned by Accredited Investors

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

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 62k 120.37
2024-06-30 $2.5M 14k 174.47
2024-03-31 $2.7M 15k 179.11
2023-12-31 $2.5M 15k 165.25
2023-09-30 $2.3M 15k 151.82
2023-06-30 $2.4M 15k 157.83
2023-03-31 $2.4M 16k 152.26
2022-12-31 $2.4M 16k 151.65
2022-09-30 $2.2M 16k 136.00
2022-06-30 $1.9M 13k 144.97
2022-03-31 $2.2M 13k 165.98
2021-12-31 $2.2M 13k 167.89
2021-09-30 $2.1M 14k 156.50
2021-06-30 $2.2M 14k 158.61
2021-03-31 $2.2M 14k 151.52
2020-12-31 $2.0M 15k 136.73
2020-09-30 $1.7M 15k 118.15
2020-06-30 $2.0M 18k 112.65
2020-03-31 $3.0M 30k 99.19
2019-12-31 $4.8M 35k 136.49
2019-09-30 $4.4M 35k 128.26
2019-06-30 $4.5M 36k 127.22
2019-03-31 $4.3M 35k 123.50
2018-12-31 $5.7M 51k 111.05
2018-09-30 $629k 5.0k 126.53
2018-03-31 $375k 3.1k 120.00
2017-12-31 $425k 3.4k 124.23
2017-09-30 $235k 2.0k 118.33
2017-06-30 $261k 2.2k 116.62
2017-03-31 $231k 2.0k 114.93
2016-12-31 $226k 2.0k 112.21
2016-03-31 $230k 2.3k 98.71
2015-12-31 $218k 2.2k 98.24
2015-09-30 $207k 2.2k 93.29
2015-06-30 $229k 2.2k 103.20
2015-03-31 $229k 2.2k 103.20
2014-12-31 $550k 5.3k 104.48

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Value Etf (VTV)
1/100 Berkshire Hathaway Cl A
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Roblox Corp Cl A (RBLX)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Accredited Investors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index