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iShares Russell 1000 Value Index shares owned by jvl associates

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

Historical chart of jvl associates 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 jvl associates 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 jvl associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 10k 189.80
2024-06-30 $1.8M 10k 174.47
2024-03-31 $1.8M 10k 179.11
2023-12-31 $1.7M 10k 165.25

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Mercantile Bank (MBWM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for jvl associates

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