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iShares Russell 1000 Value Index shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 17k 174.47
2024-03-31 $3.0M 17k 179.10
2023-12-31 $2.7M 17k 165.25
2023-09-30 $2.5M 17k 151.82
2023-06-30 $2.6M 17k 157.83
2023-03-31 $2.5M 17k 152.26
2022-12-31 $2.5M 17k 151.65
2022-09-30 $2.3M 17k 135.97
2022-06-30 $2.5M 17k 144.95
2022-03-31 $2.9M 18k 165.99
2021-12-31 $3.2M 19k 167.92
2021-09-30 $3.1M 20k 156.49
2021-06-30 $3.1M 20k 158.62
2021-03-31 $3.3M 22k 151.55
2020-12-31 $3.2M 24k 136.73
2020-09-30 $3.0M 25k 118.13
2020-06-30 $2.9M 26k 112.58
2020-03-31 $2.8M 29k 99.18
2019-12-31 $4.1M 30k 136.49
2019-09-30 $3.9M 31k 128.27
2019-06-30 $3.8M 30k 127.21
2019-03-31 $3.8M 31k 123.49
2018-12-31 $3.4M 31k 111.06
2018-09-30 $811k 6.4k 126.68
2018-06-30 $776k 6.4k 121.34
2018-03-31 $767k 6.4k 119.94
2017-12-31 $141k 1.1k 124.23
2017-09-30 $134k 1.1k 118.69
2017-06-30 $130k 1.1k 116.49
2017-03-31 $144k 1.3k 115.11
2016-12-31 $139k 1.2k 111.65
2016-09-30 $131k 1.2k 105.99
2016-06-30 $127k 1.2k 103.25
2016-03-31 $122k 1.2k 99.19
2015-12-31 $120k 1.2k 97.56

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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