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iShares Russell 1000 Value Index shares owned by RMR Capital Management

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

Historical chart of RMR Capital Management 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 RMR Capital Management 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 RMR Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 1.3k 189.80
2024-03-31 $274k 1.5k 179.11
2023-12-31 $253k 1.5k 165.25

More positions owned by RMR Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Tesla Motors Put Option (TSLA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Sixth Street Specialty Lending (TSLX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Financial (CASH)
Wal-Mart Stores (WMT)
St. Joe Company (JOE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for RMR Capital Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index