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iShares Russell 1000 Value Index shares owned by LBA Wealth Management

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

Historical chart of LBA Wealth Management 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 LBA Wealth Management 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 LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $46k 402 114.43
2016-12-31 $45k 402 111.94
2016-09-30 $11k 102 107.84
2016-06-30 $11k 102 107.84

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)
SPDR S&P MidCap 400 ETF (MDY)
Vanguard Short Term Corporate Bond ETF (VCSH)
iShares S&P MidCap 400 Index (IJH)
Vanguard Emerging Markets ETF (VWO)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Nuveen Barclays Shrt Term Muni bdfund (SHM)
iShares Lehman Aggregate Bond (AGG)
iShares MSCI EAFE Index Fund (EFA)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding iShares Russell 1000 Value Index

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