Pinnacle Wealth Planning Services »

iShares Russell 1000 Value Index shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 26k 185.13
2024-09-30 $4.6M 24k 189.80
2024-06-30 $4.3M 24k 174.47
2024-03-31 $4.4M 24k 179.11
2023-12-31 $4.0M 25k 165.25
2023-09-30 $3.6M 24k 151.82
2023-06-30 $3.8M 24k 157.83
2023-03-31 $3.7M 24k 152.26
2022-12-31 $5.2M 34k 151.65
2022-09-30 $11M 78k 136.02
2022-06-30 $11M 78k 144.96
2022-03-31 $7.9M 48k 165.97
2021-12-31 $5.5M 33k 167.94
2021-09-30 $5.3M 34k 156.52
2021-06-30 $5.0M 32k 158.61
2021-03-31 $4.7M 31k 151.53
2020-12-31 $4.4M 32k 136.72
2020-09-30 $3.9M 33k 118.10
2020-06-30 $3.8M 34k 112.59
2020-03-31 $3.3M 33k 99.15
2019-12-31 $2.5M 18k 136.45
2019-09-30 $2.4M 19k 128.23
2019-06-30 $2.4M 19k 127.25
2019-03-31 $2.4M 19k 123.49
2018-12-31 $2.1M 19k 111.02
2018-09-30 $1.2M 9.4k 126.67
2018-06-30 $1.2M 9.8k 121.43
2018-03-31 $1.2M 10k 119.98
2017-12-31 $2.1M 17k 124.32

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Unit (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr S&p 500 Value Etf Etf (SPYV)
Apple (AAPL)
Spdr Aggregate Bond Etf Etf (SPAB)
Spdr S&p 500 Growth Etf Etf (SPYG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon (AMZN)
Spdr Dbleline Emrg Mkt Fxd Incm Etf Etf (EMTL)
Ishares Msci Eafe Value Etf Etf (EFV)
Facebook Inc cl a (META)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Baird Financial
Northern Trust
Jones Financial Companies, L.L
M^T Bank Corporation
LPL Financial

View all funds holding iShares Russell 1000 Value Index