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iShares Russell 1000 Value Index shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $282k 1.7k 165.25
2023-09-30 $106k 698 151.82
2023-06-30 $34k 217 158.41

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG Partners

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