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iShares Russell 1000 Value Index shares owned by Bogart Wealth

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

Historical chart of Bogart 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 Bogart 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $807k 4.5k 179.11
2023-12-31 $746k 4.5k 165.25
2023-09-30 $685k 4.5k 151.82
2023-06-30 $712k 4.5k 157.83
2023-03-31 $687k 4.5k 152.26
2022-12-31 $681k 4.5k 151.65
2022-09-30 $594k 4.4k 136.05
2022-06-30 $626k 4.3k 145.01
2022-03-31 $717k 4.3k 166.09
2021-12-31 $725k 4.3k 167.94
2021-09-30 $676k 4.3k 156.59
2021-06-30 $685k 4.3k 158.68
2021-03-31 $654k 4.3k 151.49
2020-12-31 $563k 4.1k 136.58
2020-09-30 $486k 4.1k 117.90
2020-06-30 $464k 4.1k 112.57
2020-03-31 $433k 4.4k 99.13
2019-12-31 $34k 246 138.21
2019-09-30 $32k 246 130.08
2019-06-30 $25k 200 125.00
2019-03-31 $72k 589 122.24
2018-12-31 $58k 528 109.85
2018-09-30 $74k 586 126.28
2018-06-30 $26k 219 118.72
2018-03-31 $26k 219 118.72
2017-12-31 $27k 219 123.29
2017-09-30 $26k 219 118.72

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

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