Smith & Howard Wealth Management »

iShares Russell 1000 Value Index shares owned by Smith & Howard Wealth Management

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

Historical chart of Smith & Howard 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 Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.7M 41k 189.80
2024-06-30 $7.2M 41k 174.47
2024-03-31 $7.4M 41k 179.11
2023-12-31 $6.8M 41k 165.25
2023-09-30 $6.8M 45k 151.82
2023-06-30 $6.8M 43k 157.83
2023-03-31 $6.8M 45k 152.26
2022-12-31 $5.9M 39k 151.65
2022-09-30 $5.3M 39k 135.98
2022-06-30 $4.7M 33k 144.97
2022-03-31 $4.4M 27k 165.98
2021-12-31 $4.0M 24k 167.94
2021-09-30 $3.7M 24k 156.50
2021-06-30 $3.8M 24k 158.64
2021-03-31 $3.7M 25k 151.56
2020-12-31 $3.4M 25k 136.75
2020-09-30 $3.0M 26k 118.15
2020-06-30 $2.7M 24k 112.62
2020-03-31 $2.0M 21k 99.19
2019-12-31 $1.6M 12k 136.49
2019-09-30 $1.5M 12k 128.30
2019-06-30 $1.2M 9.4k 127.19
2019-03-31 $1.9M 15k 123.46
2018-12-31 $1.2M 11k 111.01
2018-09-30 $934k 7.4k 126.58
2018-06-30 $651k 5.4k 121.30
2018-03-31 $631k 5.3k 119.92
2017-12-31 $604k 4.9k 124.38
2017-09-30 $556k 4.7k 118.54
2017-06-30 $545k 4.7k 116.40
2017-03-31 $532k 4.6k 114.93
2016-12-31 $456k 4.1k 111.93
2016-09-30 $449k 4.2k 105.72
2016-06-30 $614k 5.9k 103.26
2016-03-31 $731k 7.4k 98.81
2015-12-31 $724k 7.4k 97.86
2015-09-30 $468k 5.0k 93.38
2015-06-30 $538k 5.2k 103.12
2015-03-31 $538k 5.2k 103.12
2014-12-31 $545k 5.2k 104.47
2014-09-30 $624k 6.2k 100.13
2014-06-30 $643k 6.4k 101.23
2014-03-31 $613k 6.4k 96.51
2013-12-31 $598k 6.4k 94.14
2013-09-30 $511k 6.1k 83.74
2013-06-30 $511k 6.1k 83.74
2013-03-31 $528k 6.5k 81.21
2012-12-31 $497k 6.8k 72.80
2012-09-30 $657k 9.1k 72.17
2012-06-30 $715k 11k 68.24
2012-03-31 $758k 11k 70.09
2011-12-31 $780k 12k 63.50

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index