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iShares Russell 1000 Value Index shares owned by Clune & Associates

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

Historical chart of Clune & Associates 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 Clune & Associates 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 Clune & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 1.1k 242.43

More positions owned by Clune & Associates

Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Clune & Associates

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Northern Trust
Wells Fargo & Company
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index