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iShares Russell 1000 Value Index shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer 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 Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-03-31 $903k 5.0k 179.11
2023-12-31 $834k 5.0k 165.25
2023-09-30 $766k 5.0k 151.82
2023-06-30 $1.0M 6.5k 157.83
2023-03-31 $1.1M 7.3k 152.26
2022-12-31 $1.1M 7.3k 151.65
2022-09-30 $988k 7.3k 136.01
2022-06-30 $1.1M 7.3k 144.96
2022-03-31 $1.2M 7.3k 166.02
2021-12-31 $1.1M 6.7k 167.91
2021-09-30 $1.4M 8.7k 156.51
2021-06-30 $1.4M 8.7k 158.58
2021-03-31 $1.3M 8.7k 151.55
2020-12-31 $1.2M 8.7k 136.68
2020-09-30 $1.3M 11k 118.13
2020-06-30 $1.4M 12k 112.60
2020-03-31 $1.2M 13k 99.14
2019-12-31 $1.7M 13k 136.51
2019-09-30 $1.6M 13k 128.27
2019-06-30 $1.6M 12k 127.24
2019-03-31 $1.5M 12k 123.46
2018-12-31 $1.4M 12k 111.06
2018-09-30 $1.6M 12k 126.60
2018-06-30 $2.0M 17k 121.38
2018-03-31 $2.1M 18k 119.92
2017-12-31 $128k 688 186.05
2017-09-30 $2.5M 21k 120.02
2017-06-30 $2.5M 22k 116.42
2017-03-31 $4.4M 38k 114.94
2016-12-31 $4.3M 39k 112.03
2016-09-30 $708k 6.7k 105.69
2016-06-30 $691k 6.7k 103.15
2016-03-31 $629k 6.4k 98.82
2015-12-31 $26k 1.0k 26.00
2015-09-30 $680k 7.1k 95.37
2015-03-31 $781k 7.6k 103.03

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Sharkey, Howes & Javer

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index