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iShares Russell 1000 Value Index shares owned by Inscription Capital

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

Historical chart of Inscription Capital 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 Inscription Capital 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 Inscription Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 1.5k 189.74
2024-06-30 $265k 1.5k 174.42
2024-03-31 $271k 1.5k 179.17
2021-06-30 $326k 2.1k 158.48
2019-03-31 $7.0k 53 132.08
2018-12-31 $6.0k 53 113.21

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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Nike CL B (NKE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Chevron Corporation (CVX)
Ishares Tr Intl Trea Bd Etf (IGOV)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)

View all positions for Inscription Capital

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index