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iShares Russell 1000 Value Index shares owned by Granite FO

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

Historical chart of Granite FO 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 Granite FO 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 Granite FO

Quarter filed Position value Share count Share price at filing
2024-09-30 $171k 902 189.68
2024-03-31 $167k 899 185.80
2023-12-31 $148k 895 165.22
2023-09-30 $135k 889 151.80
2023-06-30 $140k 889 157.82
2023-03-31 $137k 887 154.63
2022-12-31 $320k 2.0k 158.99

More positions owned by Granite FO

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Golub Capital BDC (GBDC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Micron Technology (MU)
Blue Owl Capital Com Cl A (OWL)
Ishares Tr Select Divid Etf (DVY)
Ares Capital Corporation (ARCC)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Granite FO

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