Swaine & Leidel Wealth Services »

iShares Russell 1000 Value Index shares owned by Swaine & Leidel Wealth Services

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Swaine & Leidel Wealth Services from 13F filings

Historical chart of Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services

Quarter filed Position value Share count Share price at filing
2022-03-31 $338k 338 1000.00
2021-09-30 $382k 2.4k 156.49
2021-03-31 $338k 2.2k 151.71
2020-12-31 $324k 2.4k 136.59

More positions owned by Swaine & Leidel Wealth Services

Wisdomtree Tr Emg Mkts Smcap (DGS)
UnitedHealth (UNH)
UGI Corporation (UGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Texas Instruments Incorporated (TXN)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)
Ishares Msci Gbl Etf New (PICK)
Lockheed Martin Corporation (LMT)
Automatic Data Processing (ADP)
Qualcomm (QCOM)
Amgen (AMGN)
At&t (T)
Bristol Myers Squibb (BMY)

View all positions for Swaine & Leidel Wealth Services

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