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iShares Russell 1000 Value Index shares owned by Alliance Wealth Management

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

Historical chart of Alliance 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 Alliance 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 Alliance Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $411k 2.4k 174.47
2024-03-31 $421k 2.4k 179.11
2023-12-31 $389k 2.4k 165.25
2023-06-30 $397k 2.5k 157.83
2023-03-31 $383k 2.5k 152.26
2022-12-31 $381k 2.5k 151.65
2022-09-30 $342k 2.5k 136.15
2022-06-30 $364k 2.5k 144.90
2022-03-31 $417k 2.5k 166.00
2021-12-31 $422k 2.5k 167.99
2021-09-30 $393k 2.5k 156.45
2021-06-30 $398k 2.5k 158.44
2021-03-31 $398k 2.6k 151.56
2020-12-31 $359k 2.6k 136.71
2020-09-30 $310k 2.6k 118.05
2020-06-30 $310k 2.8k 112.69
2020-03-31 $273k 2.8k 99.24
2019-12-31 $355k 2.6k 136.64
2019-09-30 $333k 2.6k 128.18
2019-06-30 $331k 2.6k 127.41
2019-03-31 $321k 2.6k 123.56
2018-12-31 $289k 2.6k 111.24
2018-09-30 $329k 2.6k 126.64
2018-06-30 $315k 2.6k 121.25
2018-03-31 $648k 5.4k 119.98
2017-12-31 $367k 2.9k 124.49
2017-09-30 $922k 7.7k 119.24
2017-06-30 $403k 3.4k 116.91
2017-03-31 $398k 3.4k 115.46
2016-12-31 $7.1M 63k 112.02
2016-09-30 $7.1M 67k 105.51
2016-06-30 $7.2M 70k 103.13
2016-03-31 $7.1M 72k 98.78
2015-12-31 $7.2M 73k 97.86

More positions owned by Alliance Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Alliance 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
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index