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

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All positions including iShares Russell 1000 Value Index held by Homrich Berg 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 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

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index