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iShares Russell 1000 Value Index shares owned by Catalina Capital Group

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

Historical chart of Catalina Capital Group 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 Catalina Capital Group 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 Catalina Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $628k 3.3k 189.79
2024-06-30 $553k 3.2k 174.48
2024-03-31 $531k 3.0k 179.11

More positions owned by Catalina Capital Group

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Meta Platforms Cl A (META)
Coca-Cola Company Put Option (KO)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)

View all positions for Catalina Capital Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index