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iShares Russell 1000 Value Index shares owned by M.D. Sass Investors Services

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by M.D. Sass Investors Services from 13F filings

Historical chart of M.D. Sass Investors Services 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 M.D. Sass Investors Services 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 M.D. Sass Investors Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 68k 189.80
2024-06-30 $8.4M 48k 174.47

More positions owned by M.D. Sass Investors Services

Liberty Media Corp Del Com Lbty One S C (FWONK)
Crown Holdings (CCK)
Caci Intl Cl A (CACI)
Clean Harbors (CLH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Marvell Technology (MRVL)
Api Group Corp Com Stk (APG)
Sba Communications Corp Cl A (SBAC)
Ametek (AME)
Charles River Laboratories (CRL)
Cbre Group Cl A (CBRE)
Martin Marietta Materials (MLM)
Intercontinental Exchange (ICE)
Jabil Circuit (JBL)
Danaher Corporation (DHR)

View all positions for M.D. Sass Investors Services

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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