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iShares Russell 1000 Value Index shares owned by Intrepid Financial Planning Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Intrepid Financial Planning Group from 13F filings

Historical chart of Intrepid Financial Planning Group 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 Intrepid Financial Planning Group 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 Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 13k 151.82
2023-06-30 $2.1M 13k 157.83
2023-03-31 $2.0M 13k 152.27
2022-12-31 $2.1M 14k 151.65
2022-09-30 $1.9M 14k 136.02
2022-06-30 $2.1M 14k 144.99

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

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
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index