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iShares Russell 1000 Value Index shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $352k 1.9k 189.76
2024-06-30 $345k 2.0k 174.45
2024-03-31 $353k 2.0k 179.13
2023-12-31 $489k 3.0k 165.26
2023-09-30 $5.5M 37k 151.82

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco QQQ Trust Etf (QQQ)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

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
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index