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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
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)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Adobe Systems Incorporated (ADBE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)

View all positions for Pacific Sage 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