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iShares Russell 1000 Value Index shares owned by Kuntz Lesher Capital

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

Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 2.4k 189.79
2024-06-30 $441k 2.5k 174.45
2024-03-31 $392k 2.2k 179.08
2023-12-31 $361k 2.2k 165.29

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

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