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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
2024-03-31 $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)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

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
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index