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iShares Russell 1000 Value Index shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group 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 Edge Capital Group 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 Edge Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.3M 54k 151.82
2023-06-30 $10M 65k 157.83
2023-03-31 $8.4M 55k 152.26
2022-12-31 $13M 82k 151.65
2022-09-30 $21M 155k 135.99
2022-06-30 $27M 185k 144.97
2022-03-31 $27M 162k 165.98
2021-12-31 $20M 117k 167.93
2021-09-30 $17M 109k 156.51
2021-06-30 $17M 108k 158.62
2021-03-31 $17M 110k 151.55
2020-12-31 $6.2M 46k 136.72
2020-09-30 $5.3M 45k 118.13
2020-06-30 $6.2M 55k 112.61
2020-03-31 $10M 104k 99.18
2019-12-31 $19M 141k 136.48
2019-09-30 $19M 147k 128.26
2019-06-30 $18M 142k 127.22
2019-03-31 $17M 139k 123.49
2018-12-31 $19M 166k 111.05

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

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