James J. Burns & Company »

iShares Russell 1000 Value Index shares owned by James J. Burns & Company

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company 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 James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $324k 1.7k 185.35
2024-09-30 $331k 1.7k 189.36
2024-06-30 $305k 1.7k 174.49
2023-09-30 $356k 2.3k 152.01
2023-06-30 $463k 2.9k 157.75
2023-03-31 $447k 2.9k 152.20

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
T Rowe Price Etf Us Equity Resear (TSPA)

View all positions for James J. Burns & Company

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index