Homrich Berg »

iShares Russell 1000 Value Index shares owned by Homrich Berg

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

Historical chart of Homrich Berg 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 Homrich Berg consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $7.1M 46k 156.50
2021-06-30 $7.2M 46k 158.61
2021-03-31 $6.8M 45k 151.56
2020-12-31 $6.2M 46k 136.73
2020-09-30 $3.4M 29k 118.12
2020-06-30 $6.3M 56k 112.62
2020-03-31 $2.6M 26k 99.19
2019-12-31 $4.4M 33k 136.49
2019-09-30 $4.2M 32k 128.26
2019-06-30 $4.0M 31k 127.22
2019-03-31 $2.9M 24k 123.51
2018-12-31 $2.6M 23k 111.06
2018-09-30 $2.7M 21k 126.63
2018-06-30 $2.6M 21k 121.36
2018-03-31 $2.5M 21k 119.98
2017-12-31 $2.9M 23k 124.33
2017-09-30 $2.5M 21k 118.53
2017-06-30 $2.7M 23k 116.41
2017-03-31 $2.7M 23k 114.95
2016-12-31 $1.1M 9.5k 112.05
2016-09-30 $994k 9.4k 105.60
2016-06-30 $970k 9.4k 103.19
2016-03-31 $933k 9.4k 98.80
2015-12-31 $1.0M 11k 97.89
2015-09-30 $860k 9.2k 93.22
2015-06-30 $1.0M 9.8k 103.11
2015-03-31 $1.1M 10k 103.07
2014-12-31 $1.1M 10k 104.43
2014-09-30 $1.0M 10k 100.05
2014-06-30 $1.1M 11k 101.26
2014-03-31 $996k 10k 96.48
2013-12-31 $940k 10k 94.14
2012-06-30 $371k 5.4k 68.65
2011-12-31 $341k 5.4k 63.43
2011-09-30 $310k 5.5k 56.62
2011-06-30 $965k 14k 68.26
2011-03-31 $1.9M 28k 68.69
2010-12-31 $2.0M 31k 64.88

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index