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iShares Russell 1000 Value Index shares owned by Balasa Dinverno & Foltz

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

Historical chart of Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $52M 383k 135.99
2022-06-30 $57M 392k 144.97
2022-03-31 $66M 399k 165.98
2021-12-31 $68M 404k 167.93
2021-09-30 $64M 407k 156.51
2021-06-30 $65M 411k 158.62
2021-03-31 $63M 414k 151.55
2020-12-31 $59M 431k 136.73
2020-09-30 $51M 435k 118.13
2020-06-30 $49M 437k 112.62
2020-03-31 $57M 578k 99.18
2019-12-31 $67M 492k 136.48
2019-09-30 $64M 498k 128.26
2019-06-30 $65M 511k 127.22
2019-03-31 $65M 523k 123.49
2018-12-31 $77M 694k 111.05
2018-09-30 $68M 537k 126.62
2018-06-30 $67M 552k 121.38
2018-03-31 $68M 566k 119.96
2017-12-31 $74M 599k 124.34
2017-09-30 $72M 606k 118.51
2017-06-30 $71M 613k 116.43
2017-03-31 $72M 624k 114.94
2016-12-31 $73M 647k 112.03
2016-09-30 $69M 654k 105.62
2016-06-30 $69M 671k 103.23
2016-03-31 $67M 680k 98.81
2015-12-31 $71M 726k 97.86
2015-09-30 $69M 741k 93.28
2015-06-30 $79M 769k 103.15
2015-03-31 $82M 795k 103.08
2014-12-31 $86M 826k 104.40
2014-09-30 $87M 871k 100.09
2014-06-30 $147M 1.5M 101.27
2014-03-31 $138M 1.4M 96.50
2013-12-31 $133M 1.4M 94.17
2013-09-30 $122M 1.4M 86.20
2013-06-30 $118M 1.4M 83.79

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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