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iShares Russell 1000 Value Index shares owned by Rebalance

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

Historical chart of Rebalance 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 Rebalance 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 Rebalance

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 42k 189.80
2024-06-30 $7.0M 40k 174.47
2024-03-31 $6.0M 33k 179.11
2023-12-31 $5.5M 33k 165.25
2023-09-30 $4.4M 29k 151.82
2023-06-30 $4.6M 29k 157.83
2023-03-31 $4.4M 29k 152.26
2022-12-31 $4.4M 29k 151.64

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)

View all positions for Rebalance

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index