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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
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)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

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