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iShares Russell 1000 Value Index shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 12k 174.47
2024-03-31 $2.4M 13k 179.11
2023-12-31 $1.8M 11k 165.25
2023-09-30 $1.7M 11k 151.83
2023-06-30 $1.7M 11k 157.83
2023-03-31 $1.4M 8.9k 152.26
2022-12-31 $1.3M 8.9k 151.65
2022-09-30 $873k 6.4k 135.98
2022-06-30 $931k 6.4k 145.02
2022-03-31 $1.1M 6.5k 165.09
2021-12-31 $1.1M 6.4k 167.87
2021-09-30 $914k 5.8k 156.59
2021-06-30 $831k 5.2k 158.68
2021-03-31 $757k 5.0k 151.61
2020-12-31 $659k 4.8k 136.64
2020-09-30 $527k 4.5k 118.03
2020-06-30 $305k 2.7k 112.80
2020-03-31 $282k 2.8k 99.05
2019-12-31 $423k 3.1k 136.58
2019-09-30 $390k 3.0k 128.42
2019-06-30 $606k 4.8k 127.18
2019-03-31 $588k 4.8k 123.48
2018-12-31 $528k 4.6k 115.08
2018-09-30 $336k 2.7k 126.60
2018-06-30 $322k 2.7k 121.42
2018-03-31 $328k 2.7k 120.06
2017-12-31 $339k 2.7k 124.22
2017-09-30 $323k 2.7k 118.62
2017-06-30 $317k 2.7k 116.59
2017-03-31 $313k 2.7k 115.12
2016-12-31 $304k 2.7k 111.93
2016-09-30 $286k 2.7k 105.54
2016-06-30 $279k 2.7k 103.10
2016-03-31 $316k 3.2k 98.75
2015-12-31 $255k 2.6k 97.96
2015-09-30 $243k 2.6k 93.35
2015-06-30 $257k 2.5k 103.21
2015-03-31 $42k 404 103.96
2014-12-31 $42k 404 103.96

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index