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iShares Russell 1000 Value Index shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios 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 Diversified Portfolios 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 Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 24k 189.80
2024-06-30 $4.2M 24k 174.47
2024-03-31 $4.2M 24k 179.11
2023-12-31 $3.9M 24k 165.25
2023-09-30 $3.7M 24k 151.82
2023-06-30 $3.9M 24k 157.83
2023-03-31 $3.7M 25k 152.26
2022-12-31 $3.7M 24k 151.65
2022-09-30 $3.3M 25k 136.00
2022-06-30 $3.6M 25k 144.95
2022-03-31 $4.2M 25k 165.99
2021-12-31 $4.4M 26k 167.94
2021-09-30 $4.1M 26k 156.50
2021-06-30 $4.2M 26k 158.62
2021-03-31 $4.1M 27k 151.57
2020-12-31 $3.8M 28k 136.71
2020-09-30 $3.5M 29k 118.14
2020-06-30 $3.3M 29k 112.63
2020-03-31 $2.9M 29k 99.19
2019-12-31 $4.2M 31k 136.48
2019-09-30 $3.9M 31k 128.25
2019-06-30 $4.0M 31k 127.23
2019-03-31 $3.9M 32k 123.50
2018-12-31 $3.5M 32k 111.04
2018-09-30 $3.8M 30k 126.61
2018-06-30 $3.6M 29k 121.36
2018-03-31 $3.7M 31k 119.96
2017-12-31 $3.9M 31k 124.34
2017-09-30 $3.9M 33k 118.52
2017-06-30 $3.9M 33k 116.43
2017-03-31 $4.0M 35k 114.93
2016-12-31 $4.3M 38k 112.03
2016-09-30 $4.1M 39k 105.61
2016-06-30 $4.1M 40k 103.22
2016-03-31 $4.0M 40k 98.82
2015-12-31 $4.0M 40k 97.86
2015-09-30 $3.9M 42k 93.29
2015-06-30 $4.4M 43k 102.44
2015-03-31 $4.7M 46k 103.07
2014-12-31 $4.9M 47k 104.39

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
JPMorgan Active Bond ETF Etf (JBND)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Floating Rate Etf (FLOT)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Short-Term Bond Index Fund Etf (BSV)
Vanguard Core Bond ETF Etf (VCRB)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional Short-Duration Fixed Inc ETF Etf (DFSD)
iShares Global REIT ETF Etf (REET)
DFA Core Emerging Mkt ETF Etf (DFAE)
Russell 3000 Etf (IWV)

View all positions for Diversified Portfolios

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index