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iShares Russell 1000 Value Index shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth 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 Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 28k 165.25
2022-12-31 $361k 2.4k 151.65

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Lowe's Companies (LOW)
Merck & Co (MRK)
Chevron Corporation (CVX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Charles Schwab Corporation (SCHW)

View all positions for Beverly Hills Private Wealth

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index