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iShares Russell 1000 Value Index shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM 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 Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 1.8k 189.80
2024-06-30 $309k 1.8k 174.49
2024-03-31 $317k 1.8k 179.07
2023-12-31 $292k 1.8k 165.24

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fs Kkr Capital Corp (FSK)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index