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iShares Russell 1000 Value Index shares owned by JMG Financial Group

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

Historical chart of JMG Financial 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 JMG Financial 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 29k 179.11
2023-12-31 $4.7M 29k 165.25
2023-09-30 $4.4M 29k 151.82
2023-06-30 $4.5M 29k 157.84
2023-03-31 $4.1M 27k 152.26
2022-12-31 $4.0M 26k 151.64
2022-09-30 $3.4M 25k 135.97
2022-06-30 $3.7M 26k 144.96
2022-03-31 $3.8M 23k 165.97
2021-12-31 $3.8M 22k 167.95
2021-09-30 $3.5M 23k 156.50
2021-06-30 $3.7M 23k 158.62
2021-03-31 $3.5M 23k 151.54
2020-12-31 $3.3M 24k 136.73
2020-09-30 $2.9M 25k 118.13
2020-06-30 $2.8M 25k 112.61
2020-03-31 $2.6M 27k 99.18
2019-12-31 $3.7M 27k 136.50
2019-09-30 $3.6M 28k 128.26
2019-06-30 $3.6M 28k 127.22
2019-03-31 $3.3M 27k 123.49
2018-12-31 $3.2M 29k 111.05
2018-09-30 $3.5M 28k 126.62
2018-06-30 $3.4M 28k 121.37
2018-03-31 $3.4M 28k 119.96
2017-12-31 $3.5M 28k 124.32
2017-09-30 $3.4M 29k 118.51
2017-06-30 $3.3M 29k 116.43
2017-03-31 $3.6M 31k 114.95
2016-12-31 $3.8M 34k 112.03
2016-09-30 $3.6M 34k 105.61
2016-06-30 $3.5M 34k 103.24
2016-03-31 $3.4M 34k 98.82
2015-12-31 $3.4M 35k 97.87
2015-09-30 $3.1M 34k 93.27
2015-06-30 $3.5M 34k 103.15
2015-03-31 $3.5M 34k 103.09
2014-12-31 $3.7M 35k 104.41
2014-09-30 $3.6M 36k 100.10
2014-06-30 $3.7M 36k 101.26
2014-03-31 $3.6M 37k 96.51
2013-12-31 $3.4M 37k 94.16
2013-09-30 $2.9M 34k 86.21
2013-06-30 $3.0M 36k 83.79
2013-03-31 $3.7M 46k 81.18
2012-12-31 $3.5M 48k 72.82
2012-09-30 $3.5M 48k 72.18
2012-06-30 $3.5M 52k 68.23
2012-03-31 $3.9M 56k 70.07
2011-12-31 $3.5M 55k 63.48
2011-09-30 $3.0M 53k 56.59
2011-06-30 $3.0M 43k 68.27
2011-03-31 $3.0M 44k 68.67

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Vanguard Large-Cap ETF (VV)

View all positions for JMG Financial Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
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