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iShares Russell 1000 Value Index shares owned by Cahaba Wealth Management

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

Historical chart of Cahaba Wealth Management 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 Cahaba Wealth Management 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 Cahaba Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 13k 179.11
2023-12-31 $2.2M 13k 165.24
2023-09-30 $2.0M 13k 151.82
2023-06-30 $2.1M 14k 157.83
2023-03-31 $2.1M 14k 152.26
2022-12-31 $2.2M 14k 151.65
2022-09-30 $2.0M 15k 135.94
2022-06-30 $1.9M 13k 144.96
2022-03-31 $2.2M 14k 156.44
2021-12-31 $2.5M 15k 167.94
2021-09-30 $2.9M 19k 156.50
2021-06-30 $3.5M 22k 159.93
2021-03-31 $4.9M 32k 151.53
2020-12-31 $4.6M 33k 140.26
2020-09-30 $4.0M 34k 118.13
2020-06-30 $4.2M 35k 118.71
2020-03-31 $3.8M 39k 99.16
2019-12-31 $5.3M 39k 136.46
2019-09-30 $5.0M 39k 128.26
2019-06-30 $5.3M 42k 127.22
2019-03-31 $5.3M 43k 123.49
2018-12-31 $4.8M 43k 111.03
2018-09-30 $5.5M 44k 127.01
2018-06-30 $5.8M 47k 123.06
2018-03-31 $5.6M 48k 117.30
2017-12-31 $6.4M 51k 124.32
2017-09-30 $6.3M 53k 118.51

More positions owned by Cahaba Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr National Mun Etf (MUB)
Southern Company (SO)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Cahaba Wealth Management

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index