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iShares Russell 1000 Value Index shares owned by MV Capital Management

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

Historical chart of MV Capital Management 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 MV Capital Management 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 MV Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $68M 377k 179.11
2023-12-31 $63M 381k 165.25
2023-09-30 $56M 369k 151.82
2023-06-30 $57M 359k 157.83
2023-03-31 $56M 371k 152.26
2022-12-31 $54M 355k 151.65
2022-09-30 $46M 339k 135.99
2022-06-30 $46M 320k 144.97
2022-03-31 $55M 331k 165.98
2021-12-31 $54M 323k 167.93
2021-09-30 $41M 263k 156.51
2021-06-30 $39M 247k 158.62
2021-03-31 $35M 233k 151.55
2020-12-31 $17M 125k 136.73
2020-09-30 $13M 110k 118.13
2020-06-30 $12M 105k 112.62
2020-03-31 $11M 109k 99.18
2019-12-31 $14M 105k 136.48
2019-09-30 $14M 106k 128.26
2019-06-30 $14M 107k 127.22
2019-03-31 $13M 107k 123.49
2018-12-31 $13M 120k 111.05
2018-09-30 $15M 122k 126.62
2018-06-30 $15M 125k 121.38
2018-03-31 $15M 127k 119.96
2017-12-31 $16M 129k 124.34
2017-09-30 $15M 130k 118.51
2017-06-30 $15M 130k 116.43
2017-03-31 $15M 130k 114.94
2016-12-31 $14M 128k 112.03
2016-09-30 $13M 123k 105.62
2016-06-30 $12M 120k 103.23
2016-03-31 $12M 123k 98.81
2015-12-31 $13M 129k 97.86
2015-09-30 $11M 113k 93.28
2015-06-30 $11M 110k 103.15
2015-03-31 $11M 109k 103.08
2014-12-31 $11M 109k 104.40

More positions owned by MV Capital Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for MV Capital Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index