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iShares Russell 1000 Value Index shares owned by Foster & Motley

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

Historical chart of Foster & Motley investment in iShares Russell 1000 Value Index

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202501M2M3M5k10k15k
Value ($)Share countHistorical IWD position of Foster & Motley Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 1000 Value Index held by Foster & Motley 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 Foster & Motley

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 16k 185.14
2024-09-30 $1.4M 7.2k 189.75
2022-03-31 $228k 1.4k 165.70
2021-12-31 $207k 1.2k 168.29

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Schwab Fundamental Intl Lg Co ETF Etf (FNDF)
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Hartford Multifactor Developed Markets ETF Etf (RODM)
Janus Henderson Mortgage-Backed ETF Etf (JMBS)
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE)
Avantis Emerging Markets Equity ETF Etf (AVEM)
Schwab Intermediate-Term U.S. Trsy ETF Etf (SCHR)
Cambria Emerging Shareholder Yield ETF Etf (EYLD)
Microsoft Corporation (MSFT)
Managed Portfolio Ser tortoise nram pi (TPYP)
Vanguard Reit Index ETF Etf (VNQ)
Alphabet Inc Class C cs (GOOG)
Schwab US TIPS ETF Etf (SCHP)
Schwab U.S. REIT ETF Etf (SCHH)

View all positions for Foster & Motley

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index