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iShares Russell 1000 Value Index shares owned by Donaldson Capital Management

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

Historical chart of Donaldson Capital Management 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 Donaldson Capital Management 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 Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 1.5k 189.80
2024-06-30 $259k 1.5k 174.47
2021-03-31 $273k 1.8k 151.67

More positions owned by Donaldson Capital Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Ishares Tr Blackrock Ultra (ICSH)
Abbvie (ABBV)
Accenture Plc Ireland Shs Class A (ACN)
Home Depot (HD)
Costco Wholesale Corporation (COST)
Lockheed Martin Corporation (LMT)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishares Semicdtr (SOXX)
Texas Instruments Incorporated (TXN)
UnitedHealth (UNH)
Allstate Corporation (ALL)

View all positions for Donaldson Capital Management

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index