Stifel Financial »

iShares Russell 1000 Value Index shares owned by Stifel Financial

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

Historical chart of Stifel 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $327M 1.9M 174.47
2024-03-31 $298M 1.7M 179.11
2023-12-31 $325M 2.0M 165.25
2023-09-30 $254M 1.7M 151.82
2023-06-30 $287M 1.8M 157.83
2023-03-31 $258M 1.7M 152.26
2022-12-31 $334M 2.2M 151.65
2022-09-30 $266M 2.0M 135.99
2022-06-30 $289M 2.0M 144.97
2022-03-31 $273M 1.6M 165.98
2021-12-31 $311M 1.9M 167.93
2021-09-30 $278M 1.8M 156.51
2021-06-30 $280M 1.8M 158.62
2021-03-31 $231M 1.5M 151.55
2020-12-31 $199M 1.5M 136.73
2020-09-30 $161M 1.4M 118.13
2020-06-30 $218M 1.9M 112.62
2020-03-31 $198M 2.0M 99.15
2019-12-31 $199M 1.5M 135.00
2019-09-30 $111M 863k 128.26
2019-06-30 $106M 831k 127.27
2019-03-31 $106M 860k 123.46
2018-12-31 $110M 992k 111.05
2018-09-30 $117M 926k 126.65
2018-06-30 $112M 921k 121.42
2018-03-31 $106M 886k 119.99
2017-12-31 $89M 718k 124.10
2017-09-30 $81M 679k 118.55
2017-06-30 $90M 772k 116.51
2017-03-31 $111M 964k 114.94
2016-12-31 $69M 616k 111.90
2016-09-30 $62M 590k 105.62
2016-06-30 $62M 598k 103.23
2016-03-31 $51M 512k 99.27
2015-12-31 $51M 522k 97.67
2015-09-30 $46M 490k 93.36
2015-06-30 $44M 428k 102.89
2015-03-31 $44M 422k 103.15
2014-12-31 $41M 393k 104.43
2014-09-30 $38M 377k 100.29
2014-06-30 $38M 376k 101.29
2014-03-31 $44M 353k 125.00

More positions owned by Stifel Financial

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Pepsi (PEP)
Home Depot (HD)
Wal-Mart Stores (WMT)
Merck & Co (MRK)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Procter & Gamble Company (PG)

View all positions for Stifel Financial

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