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iShares Russell 1000 Value Index shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 34k 179.12
2023-12-31 $5.6M 34k 165.26
2023-09-30 $5.2M 34k 151.83
2023-06-30 $5.4M 34k 157.83
2023-03-31 $5.2M 35k 152.26
2022-12-31 $5.6M 37k 151.65
2022-09-30 $4.9M 36k 135.99
2022-06-30 $5.3M 36k 144.94
2022-03-31 $6.0M 36k 166.03
2021-12-31 $7.0M 42k 167.90
2021-09-30 $6.3M 41k 156.51
2021-06-30 $7.0M 44k 158.67
2021-03-31 $5.4M 36k 151.59
2020-12-31 $4.9M 36k 136.67
2020-09-30 $4.3M 36k 118.14
2020-06-30 $5.5M 49k 112.60
2020-03-31 $5.6M 57k 99.15
2019-12-31 $7.7M 56k 136.45
2019-09-30 $7.7M 60k 128.27
2019-06-30 $7.4M 58k 127.22
2019-03-31 $7.3M 59k 123.52
2018-12-31 $9.1M 82k 111.04
2018-09-30 $11M 84k 126.63
2018-06-30 $10M 84k 121.38
2018-03-31 $9.9M 83k 119.96
2017-12-31 $3.1M 25k 124.32
2017-09-30 $10M 86k 118.51
2017-06-30 $8.9M 76k 116.44
2017-03-31 $7.4M 65k 114.94
2016-12-31 $7.7M 69k 112.03
2016-09-30 $6.9M 66k 105.62
2016-06-30 $6.9M 67k 103.23
2016-03-31 $7.2M 73k 98.81
2015-12-31 $7.4M 75k 97.86
2015-09-30 $7.7M 83k 93.28
2015-06-30 $7.9M 77k 103.15
2015-03-31 $8.0M 78k 103.08
2014-12-31 $8.0M 77k 104.40
2014-09-30 $8.0M 80k 100.09
2014-06-30 $7.6M 75k 101.27
2014-03-31 $7.7M 80k 96.50
2013-12-31 $5.4M 57k 94.18
2013-09-30 $2.9M 33k 86.19
2013-06-30 $6.0M 72k 83.80
2013-03-31 $4.7M 58k 81.17
2012-12-31 $4.5M 62k 72.83
2012-09-30 $4.0M 56k 72.18
2012-06-30 $3.2M 47k 68.21
2011-09-30 $2.6M 46k 56.59
2011-06-30 $3.0M 43k 68.28
2011-03-31 $2.9M 42k 68.67

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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