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iShares Russell 1000 Value Index shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $23M 148k 151.82
2023-06-30 $25M 156k 157.83
2023-03-31 $25M 163k 152.26
2022-12-31 $28M 181k 151.65

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Callan Family Office

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