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iShares Russell 1000 Value Index shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 2.0k 189.82
2024-06-30 $328k 1.9k 174.44
2024-03-31 $337k 1.9k 179.12
2023-12-31 $399k 2.4k 165.25

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding iShares Russell 1000 Value Index

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Raymond James & Associates
M^T Bank Corporation
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View all funds holding iShares Russell 1000 Value Index