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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
2024-03-31 $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)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
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)
Ishares Tips Bond Etf Etf (TIP)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Rebalance

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