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iShares Russell 1000 Value Index shares owned by Insight 2811

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 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 Insight 2811 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 Insight 2811

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 66k 174.47
2024-03-31 $13M 71k 179.11
2023-12-31 $12M 71k 165.25
2023-09-30 $11M 73k 151.82
2023-06-30 $12M 75k 157.83
2023-03-31 $11M 75k 152.26
2022-12-31 $12M 77k 151.65
2022-09-30 $10M 75k 135.99
2022-06-30 $11M 75k 144.97
2022-03-31 $13M 79k 165.98
2021-12-31 $8.7M 52k 167.93
2021-09-30 $8.6M 55k 156.50
2021-06-30 $8.5M 54k 158.62
2021-03-31 $8.0M 53k 151.55
2020-12-31 $7.2M 52k 136.73
2020-09-30 $6.1M 52k 118.14
2020-06-30 $5.7M 50k 114.89
2020-03-31 $4.8M 49k 99.18
2019-12-31 $8.2M 60k 136.47
2019-09-30 $7.6M 59k 128.26
2019-06-30 $7.7M 60k 129.22
2019-03-31 $7.3M 59k 123.49
2018-12-31 $13M 113k 111.05
2018-09-30 $19M 150k 126.62
2018-06-30 $15M 127k 121.38
2018-03-31 $15M 122k 119.96
2017-12-31 $15M 121k 124.34
2017-09-30 $15M 123k 118.51
2017-06-30 $14M 121k 116.43
2017-03-31 $14M 118k 114.94
2016-12-31 $14M 121k 112.03
2016-09-30 $11M 105k 105.62
2016-06-30 $9.0M 87k 103.23
2016-03-31 $8.9M 90k 98.81
2015-12-31 $3.3M 34k 97.87
2015-09-30 $3.4M 36k 93.27
2015-06-30 $4.0M 38k 103.15
2015-03-31 $3.9M 38k 103.07
2014-12-31 $3.9M 38k 104.40
2014-09-30 $3.9M 39k 100.09
2014-06-30 $3.9M 38k 101.26
2014-03-31 $3.6M 37k 96.50
2013-12-31 $3.3M 35k 94.17
2013-09-30 $1.8M 21k 86.22
2013-06-30 $1.7M 20k 83.79

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Insight 2811

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index