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iShares Russell 1000 Value Index shares owned by Marino, Stram & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Marino, Stram & Associates from 13F filings

Historical chart of Marino, Stram & 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 Marino, Stram & 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 Marino, Stram & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $413k 2.2k 185.15
2024-09-30 $423k 2.2k 189.82
2024-06-30 $381k 2.2k 174.49
2024-03-31 $391k 2.2k 179.08
2023-12-31 $381k 2.3k 165.25
2023-09-30 $362k 2.4k 151.85
2023-06-30 $377k 2.4k 157.86
2023-03-31 $331k 2.2k 152.26
2022-12-31 $401k 2.6k 151.66
2022-09-30 $365k 2.7k 135.94
2022-06-30 $383k 2.6k 145.02
2022-03-31 $438k 2.6k 165.91
2021-12-31 $443k 2.6k 167.80
2021-09-30 $413k 2.6k 156.50
2021-06-30 $596k 3.8k 158.68
2021-03-31 $471k 3.1k 151.54
2020-12-31 $425k 3.1k 136.74
2020-09-30 $367k 3.1k 118.12
2020-06-30 $350k 3.1k 112.69
2020-03-31 $292k 2.9k 99.12
2019-12-31 $402k 2.9k 136.46
2019-09-30 $378k 2.9k 128.31
2019-06-30 $557k 4.4k 127.26
2019-03-31 $550k 4.5k 123.43
2018-12-31 $495k 4.5k 111.09
2018-09-30 $564k 4.5k 126.57
2018-06-30 $541k 4.5k 121.41
2018-03-31 $535k 4.5k 120.06
2017-12-31 $178k 1.4k 124.39

More positions owned by Marino, Stram & Associates

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Marino, Stram & Associates

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
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Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index