Ogorek Anthony Joseph »

iShares Russell 1000 Value Index shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 60 183.33
2024-06-30 $10k 60 166.67
2024-03-31 $10k 60 166.67
2023-12-31 $9.0k 60 150.00
2023-09-30 $38k 254 149.61
2023-06-30 $40k 254 157.48
2023-03-31 $38k 254 149.61
2022-12-31 $38k 254 149.61
2022-09-30 $34k 254 133.86
2022-06-30 $36k 254 141.73
2022-03-31 $42k 258 162.79
2021-12-31 $43k 258 166.67
2021-09-30 $39k 254 153.54
2021-06-30 $40k 254 157.48
2021-03-31 $9.0k 60 150.00
2020-12-31 $8.0k 60 133.33
2020-09-30 $10k 90 111.11
2020-06-30 $10k 90 111.11
2020-03-31 $8.0k 90 88.89
2019-12-31 $12k 90 133.33
2019-09-30 $11k 90 122.22
2019-06-30 $11k 90 122.22
2019-03-31 $11k 90 122.22
2018-12-31 $9.0k 90 100.00
2018-09-30 $11k 90 122.22
2018-06-30 $10k 90 111.11
2018-03-31 $1.0k 10 100.00
2017-12-31 $1.0k 10 100.00

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
Dmay Ft Cboe Vest Us Eq Deep Bfr Etf (DMAY)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Vti Vanguard Total Stock Market (ETF) (VTI)
SCHB Schwab U.S. Broad Market (SCHB)
Voo Vanguard 500 ETF (VOO)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Pave Global X US Infrastructure Dev ETF (PAVE)
Lly Eli Lilly & Co (LLY)
Vug Vanguard Growth ETF (VUG)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)
VSGX Vanguard ESG International Stock ETF (VSGX)
MLN VanEck Long Muni ETF (MLN)

View all positions for Ogorek Anthony Joseph

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
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