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iShares Russell 1000 Value Index shares owned by Pacific Sage Partners

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

Historical chart of Pacific Sage 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 Pacific Sage 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 Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 134k 189.80
2024-06-30 $23M 130k 174.47
2024-03-31 $22M 120k 179.11
2023-12-31 $20M 122k 165.25
2023-09-30 $18M 121k 151.82
2023-06-30 $24M 155k 157.83
2023-03-31 $20M 129k 152.26
2022-12-31 $19M 127k 151.65

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Ned (SSUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Pacific Sage Partners

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