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iShares Russell 1000 Value Index shares owned by Clientfirst Wealth Management

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

Historical chart of Clientfirst 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 Clientfirst 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 Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 15k 151.10
2023-06-30 $2.3M 15k 159.08
2023-03-31 $2.2M 15k 153.22
2022-12-31 $2.2M 15k 151.65
2022-09-30 $2.3M 15k 154.53
2022-06-30 $2.1M 14k 144.99
2022-03-31 $2.4M 14k 165.89
2021-12-31 $2.4M 14k 167.35

More positions owned by Clientfirst Wealth Management

Dillards Cl A (DDS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clientfirst Wealth Management

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
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index