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iShares Russell 1000 Value Index shares owned by Stonehearth Capital Management

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

Historical chart of Stonehearth Capital 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 Stonehearth Capital 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 Stonehearth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 1.6k 189.80
2024-06-30 $206k 1.2k 174.47
2024-03-31 $211k 1.2k 179.11
2017-12-31 $74k 598 123.75

More positions owned by Stonehearth Capital Management

Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Stonehearth Capital Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index