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iShares Russell 1000 Value Index shares owned by FMA Wealth Management

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

Historical chart of FMA Wealth 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 FMA Wealth 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 FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 61k 189.80
2024-06-30 $11M 61k 174.47
2024-03-31 $11M 61k 179.10
2023-12-31 $10M 61k 165.25

More positions owned by FMA Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Harbor Etf Trust Internatnal Comp (OSEA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for FMA Wealth 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
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index