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iShares Russell 1000 Value Index shares owned by Breed's Hill Capital

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Breed's Hill Capital from 13F filings

Historical chart of Breed's Hill Capital 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 Breed's Hill Capital 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 Breed's Hill Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 8.6k 189.80
2024-06-30 $1.5M 8.6k 174.47
2024-03-31 $1.6M 8.7k 179.11
2023-12-31 $1.4M 8.6k 168.00

More positions owned by Breed's Hill Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Breed's Hill Capital

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index