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iShares Russell 1000 Value Index shares owned by Inlet Private Wealth

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

Historical chart of Inlet Private Wealth 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 Inlet Private Wealth 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 Inlet Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 1.1k 189.80

More positions owned by Inlet Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
McKesson Corporation (MCK)
D.R. Horton (DHI)
Qualcomm (QCOM)
Waste Management (WM)
Cisco Systems (CSCO)
Alphabet Cap Stk Cl C (GOOG)
Fidelity National Information Services (FIS)
Amgen (AMGN)
Seagate Technology Hldngs Pl Ord Shs (STX)
Koninklijke Philips N V Ny Regis Shs New (PHG)
Cme (CME)

View all positions for Inlet Private Wealth

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