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iShares Russell 1000 Value Index shares owned by Retirement Income Solutions

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

Historical chart of Retirement Income Solutions 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 Retirement Income Solutions 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 Retirement Income Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 63k 165.25
2023-09-30 $10M 67k 151.82
2023-06-30 $11M 68k 157.83
2023-03-31 $11M 69k 152.26
2022-12-31 $12M 79k 151.65
2022-09-30 $11M 78k 137.44
2022-06-30 $12M 81k 144.97
2022-03-31 $19M 113k 165.98
2021-12-31 $18M 104k 167.93
2021-09-30 $27M 170k 156.51
2021-06-30 $25M 158k 158.62
2021-03-31 $8.2M 54k 151.56
2020-12-31 $6.7M 49k 136.72
2020-09-30 $5.5M 46k 118.13
2020-06-30 $4.8M 43k 112.61
2020-03-31 $5.1M 51k 99.18
2019-12-31 $7.4M 54k 136.47
2019-09-30 $6.8M 53k 128.25
2019-06-30 $6.9M 54k 127.22
2019-03-31 $8.0M 65k 123.50
2018-12-31 $7.4M 66k 111.06
2018-09-30 $7.6M 60k 126.62
2018-06-30 $7.3M 60k 121.37
2018-03-31 $6.6M 55k 119.95
2017-12-31 $6.9M 55k 124.34

More positions owned by Retirement Income Solutions

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Portfolio Lr Etf (SPLG)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Spdr S&p 400 Mid Cap Portfolio Md Etf (SPMD)
Spdr S&p 500 Fossil Spdr S&p500 Etf (SPYX)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
Invesco S&P 500 Equal Weight ETF Gug S&p 500 Eq Wt (RSP)
iShares 3-7 Year Treasury Bond ETF 3 7 YR Treas BD (IEI)
Invesco QQQ ETF Unit Ser 1 (QQQ)
SPDR S&P Mid-Cap 400 ETF Utser1 S&pdcrp (MDY)
World Gold TR Minishares ETF Swpd Gld Minis (GLDM)
Ishares Russell 1000 ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)

View all positions for Retirement Income Solutions

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