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iShares Russell 1000 Value Index shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $599k 3.2k 189.83
2024-06-30 $547k 3.1k 174.43
2024-03-31 $644k 3.6k 178.94
2023-12-31 $598k 3.6k 166.90

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

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