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iShares Russell 1000 Value Index shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & 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 Kuehl Shepherd Kozlowski & 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 Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 11k 203.60
2025-06-30 $2.1M 11k 196.26
2025-03-31 $1.9M 11k 177.77
2024-12-31 $2.0M 11k 183.57
2024-09-30 $2.0M 11k 189.05
2024-06-30 $1.9M 11k 174.47
2024-03-31 $1.9M 11k 179.11
2023-12-31 $1.8M 11k 165.79
2023-09-30 $1.6M 11k 150.17
2023-06-30 $1.7M 11k 163.06
2023-03-31 $1.6M 11k 149.52
2022-12-31 $1.7M 11k 159.45
2022-09-30 $1.6M 11k 142.84
2022-06-30 $1.7M 11k 150.51
2022-03-31 $1.8M 11k 164.85
2021-12-31 $1.8M 11k 167.91
2021-09-30 $1.8M 11k 162.22
2021-06-30 $1.7M 11k 157.10
2021-03-31 $1.8M 12k 154.00
2020-12-31 $1.5M 11k 136.70
2020-06-30 $314k 2.8k 112.59
2020-03-31 $275k 2.8k 99.21
2019-12-31 $403k 3.0k 136.38
2019-09-30 $319k 2.5k 128.32
2019-06-30 $314k 2.5k 127.13
2019-03-31 $303k 2.5k 123.37
2018-12-31 $327k 2.6k 126.55
2018-09-30 $327k 2.6k 126.55
2018-06-30 $310k 2.6k 121.47
2018-03-31 $332k 2.8k 120.03
2017-12-31 $528k 9.8k 53.91
2017-09-30 $324k 2.7k 118.38
2017-06-30 $315k 2.7k 116.45
2017-03-31 $330k 2.9k 115.02

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard World Mega Cap Index (MGC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Kuehl Shepherd Kozlowski & Associates

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index