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iShares Russell 1000 Value Index shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2024-06-30 $370k 2.1k 174.61
2024-03-31 $1.8M 10k 179.10
2023-12-31 $805k 4.9k 165.20
2023-09-30 $878k 5.8k 151.80
2023-06-30 $3.0M 19k 157.83
2023-03-31 $5.2M 35k 152.27
2022-12-31 $7.6M 50k 151.65
2022-09-30 $7.0M 52k 135.98
2020-03-31 $505k 5.1k 99.10
2019-12-31 $591k 4.3k 136.40

More positions owned by Change Path

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Change Path

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
M^T Bank Corporation
Raymond James & Associates
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Value Index