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iShares Russell 1000 Value Index shares owned by Rodgers & Associates

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

Historical chart of Rodgers & Associates 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 Rodgers & Associates 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 Rodgers & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $697k 3.8k 185.13
2024-09-30 $713k 3.8k 189.80
2024-06-30 $670k 3.8k 174.47
2024-03-31 $684k 3.8k 179.11
2023-12-31 $602k 3.6k 165.25
2023-09-30 $258k 1.7k 151.82
2021-12-31 $208k 1.2k 167.61
2021-09-30 $210k 1.3k 156.60

More positions owned by Rodgers & Associates

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Rodgers & Associates

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