Aris Wealth Services »

iShares Russell 1000 Value Index shares owned by Aris Wealth Services

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

Historical chart of Aris Wealth Services 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 Aris Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Aris Wealth Services

Quarter filed Position value Share count Share price at filing
2015-09-30 $36k 384 93.75
2015-06-30 $40k 384 104.17
2015-03-31 $64k 617 103.73

More positions owned by Aris Wealth Services

Eaton Vance Risk Managed Diversified (ETJ)
Ishares Inc emrgmkt dividx (DVYE)
Kayne Anderson MLP Investment (KYN)
Nuveen Energy Mlp Total Return etf
iShares Lehman Aggregate Bond (AGG)
iShares Dow Jones EPAC Sel Div Ind (IDV)
AllianceBernstein Global Hgh Incm (AWF)
Exxon Mobil Corporation (XOM)
United Parcel Service (UPS)
Realty Income (O)
Spdr S&p 500 Etf (SPY)
Welltower Inc Com reit (WELL)
HCP
iShares S&P 500 Index (IVV)
Chambers Str Pptys

View all positions for Aris Wealth Services

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