David Kennon »

iShares Russell 1000 Value Index shares owned by David Kennon

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

Historical chart of David Kennon investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by David Kennon 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 David Kennon

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 7.7k 203.59
2025-06-30 $1.5M 7.6k 194.23
2025-03-31 $1.4M 7.3k 188.16
2024-12-31 $1.3M 6.9k 185.13
2024-09-30 $1.3M 6.6k 189.80
2024-06-30 $1.1M 6.5k 174.47
2024-03-31 $1.1M 5.9k 179.11

More positions owned by David Kennon

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Int Hg Div Etf (FIDI)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Vanguard World Utilities Etf (VPU)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Global X Fds Us Pfd Etf (PFFD)

View all positions for David Kennon

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index