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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
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

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

View all positions for Accredited Investors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index