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iShares Russell 1000 Value Index shares owned by Investment Partners

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

Historical chart of Investment Partners 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 56k 189.80
2024-03-31 $11M 59k 179.11
2023-12-31 $9.9M 60k 165.25
2023-09-30 $9.8M 64k 151.82
2023-06-30 $10M 66k 157.83
2023-03-31 $11M 69k 152.26
2022-12-31 $11M 71k 151.65
2022-09-30 $9.8M 72k 135.99
2022-06-30 $11M 73k 144.98
2022-03-31 $12M 75k 165.97
2021-12-31 $12M 73k 167.92
2021-09-30 $11M 73k 156.51
2021-06-30 $12M 74k 158.62
2021-03-31 $11M 75k 151.54
2020-12-31 $10M 75k 136.73
2020-09-30 $8.8M 75k 118.13
2020-06-30 $8.4M 75k 112.62
2020-03-31 $7.2M 72k 99.19
2019-12-31 $4.5M 33k 136.49
2019-09-30 $4.5M 35k 128.26
2019-06-30 $4.6M 36k 127.23
2019-03-31 $4.2M 34k 123.48
2018-12-31 $3.7M 33k 111.04
2018-09-30 $127k 35k 3.68
2018-06-30 $4.1M 34k 121.36
2018-03-31 $3.7M 31k 119.96
2017-12-31 $3.4M 28k 124.32
2017-09-30 $3.2M 27k 118.51
2017-06-30 $3.0M 26k 116.42
2017-03-31 $2.7M 24k 114.92
2016-12-31 $2.4M 21k 112.02
2016-09-30 $2.1M 20k 105.60
2016-06-30 $1.7M 17k 103.20
2016-03-31 $1.1M 11k 97.83
2015-12-31 $1.1M 11k 97.91
2015-09-30 $1.0M 11k 93.38
2015-06-30 $885k 8.6k 103.24
2015-03-31 $771k 7.5k 103.09
2014-12-31 $663k 6.4k 104.36

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Investment Partners

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