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iShares Russell 1000 Value Index shares owned by McCarthy Grittinger Financial Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by McCarthy Grittinger Financial Group from 13F filings

Historical chart of McCarthy Grittinger Financial Group 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 McCarthy Grittinger Financial Group 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 McCarthy Grittinger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $111k 618 179.22
2023-12-31 $102k 618 165.35
2023-09-30 $94k 618 151.91
2023-06-30 $98k 618 157.93
2023-03-31 $114k 749 152.34
2022-12-31 $114k 749 151.73
2022-09-30 $179k 1.3k 136.03
2022-06-30 $191k 1.3k 145.01
2022-03-31 $218k 1.3k 166.03
2021-12-31 $221k 1.3k 167.98
2021-09-30 $206k 1.3k 156.56
2021-06-30 $209k 1.3k 158.67
2021-03-31 $199k 1.3k 151.59
2020-12-31 $180k 1.3k 136.77
2020-09-30 $155k 1.3k 118.16
2020-06-30 $148k 1.3k 112.65
2020-03-31 $131k 1.3k 99.21
2019-12-31 $180k 1.3k 136.52
2019-09-30 $169k 1.3k 128.30
2019-06-30 $167k 1.3k 127.26
2019-03-31 $162k 1.3k 123.53
2018-12-31 $146k 1.3k 111.08

More positions owned by McCarthy Grittinger Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

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View all funds holding iShares Russell 1000 Value Index