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iShares Russell 1000 Value Index shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $57M 346k 165.25
2023-09-30 $52M 339k 152.81
2023-06-30 $54M 345k 157.83
2023-03-31 $54M 352k 152.26
2022-12-31 $61M 401k 151.65
2022-09-30 $55M 400k 137.11
2022-06-30 $69M 478k 144.97
2022-03-31 $52M 315k 165.98
2021-12-31 $53M 316k 167.93
2021-09-30 $50M 320k 156.51
2021-06-30 $52M 327k 158.62
2021-03-31 $50M 327k 151.55
2020-12-31 $43M 317k 136.73
2020-09-30 $39M 328k 118.13
2020-06-30 $38M 340k 112.62
2020-03-31 $34M 343k 99.18
2019-12-31 $41M 300k 136.48
2019-09-30 $39M 307k 128.26
2019-06-30 $40M 310k 127.22
2019-03-31 $39M 315k 123.49
2018-12-31 $36M 327k 111.05
2018-09-30 $43M 334k 127.41
2018-06-30 $41M 339k 121.38
2018-03-31 $43M 355k 119.96
2017-12-31 $45M 364k 124.34
2017-09-30 $43M 363k 118.51
2017-06-30 $43M 371k 116.43
2017-03-31 $44M 379k 114.94
2016-12-31 $44M 389k 112.03
2016-09-30 $44M 413k 105.62
2016-06-30 $44M 430k 103.23
2016-03-31 $45M 451k 98.81
2015-12-31 $41M 418k 97.86
2015-09-30 $30M 318k 93.79
2015-06-30 $33M 324k 103.15
2015-03-31 $32M 306k 103.08
2014-12-31 $31M 298k 104.40
2014-09-30 $28M 284k 100.09
2014-06-30 $29M 289k 101.27
2014-03-31 $28M 293k 96.50

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth Management

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