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iShares Russell 1000 Value Index shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $441k 2.3k 189.83
2024-06-30 $395k 2.3k 174.47
2024-03-31 $405k 2.3k 179.11
2023-12-31 $373k 2.3k 165.25
2023-09-30 $343k 2.3k 151.82

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
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View all positions for Montis Financial

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
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Jpmorgan Chase & Co
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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