Clifford Group »

iShares Russell 1000 Value Index shares owned by Clifford Group

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

Historical chart of Clifford 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 Clifford Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Clifford Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 9.1k 165.25
2023-09-30 $1.5M 9.6k 151.82
2023-06-30 $1.5M 9.6k 157.83
2023-03-31 $1.5M 10k 152.26
2022-12-31 $1.6M 11k 151.65

More positions owned by Clifford Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Vanguard World Fds Inf Tech Etf (VGT)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Clifford Group

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