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iShares Russell 1000 Value Index shares owned by Horizons Wealth Management

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

Historical chart of Horizons Wealth Management 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 Horizons Wealth Management 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 Horizons Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 289 165.25
2023-09-30 $44k 289 151.82
2023-06-30 $46k 289 157.83
2023-03-31 $38k 249 152.27
2022-12-31 $5.0k 34 147.06
2022-09-30 $5.0k 34 147.06
2022-06-30 $5.0k 34 147.06

More positions owned by Horizons Wealth Management

Vanguard Large-cap Etf Etf (VV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Bond Etf Etf (BNDX)
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)

View all positions for Horizons Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
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