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iShares Russell 1000 Value Index shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments 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 Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 20k 174.47
2024-03-31 $3.8M 21k 179.11
2023-09-30 $3.2M 21k 151.82
2022-12-31 $2.7M 18k 151.65
2021-12-31 $2.8M 17k 170.68

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Rinkey Investments

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index