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iShares Russell 1000 Value Index shares owned by Sage Financial

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3M 23k 185.13
2024-09-30 $4.4M 23k 189.80
2024-06-30 $4.1M 24k 174.47
2024-03-31 $4.2M 23k 179.11
2023-12-31 $4.3M 26k 165.25
2023-09-30 $4.1M 27k 151.82
2023-06-30 $4.3M 27k 157.83
2023-03-31 $4.2M 27k 152.26
2022-12-31 $4.1M 27k 151.65
2022-09-30 $3.7M 27k 135.98
2022-06-30 $3.8M 27k 144.98
2022-03-31 $4.5M 27k 165.99
2021-12-31 $3.6M 21k 167.93
2021-09-30 $3.4M 22k 156.53
2021-06-30 $4.2M 26k 158.62
2021-03-31 $4.0M 26k 151.53
2020-12-31 $3.6M 26k 136.71
2020-09-30 $3.1M 26k 118.14
2020-06-30 $2.9M 26k 112.60
2020-03-31 $2.4M 25k 99.17
2019-12-31 $3.3M 25k 136.50
2019-09-30 $3.2M 25k 128.26
2019-06-30 $3.2M 25k 127.22
2019-03-31 $3.1M 25k 123.48
2018-12-31 $2.7M 25k 111.07
2018-09-30 $3.1M 25k 126.64
2018-06-30 $3.0M 25k 121.39
2018-03-31 $3.0M 25k 119.97
2017-12-31 $3.1M 25k 124.32
2017-09-30 $2.9M 25k 118.53
2017-06-30 $2.9M 25k 116.43
2017-03-31 $2.9M 25k 114.95
2016-12-31 $2.8M 25k 112.05
2016-09-30 $2.6M 25k 105.62
2016-06-30 $2.3M 23k 103.24
2016-03-31 $2.2M 22k 98.80
2015-12-31 $2.1M 22k 97.88
2015-09-30 $3.0M 32k 93.28
2015-06-30 $2.3M 22k 103.14
2015-03-31 $2.2M 21k 103.10
2014-12-31 $3.1M 30k 104.40
2014-09-30 $3.0M 30k 100.08
2014-06-30 $3.0M 30k 101.26
2014-03-31 $2.6M 27k 96.51
2013-12-31 $2.6M 27k 94.17

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sage Financial

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index