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iShares Russell 1000 Value Index shares owned by TD Capital Management

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

Historical chart of TD 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 TD 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 TD Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $86k 454 189.80
2024-06-30 $79k 454 174.47
2024-03-31 $75k 454 165.25
2023-12-31 $75k 454 165.25
2023-09-30 $69k 454 151.82
2023-06-30 $72k 454 157.83
2023-03-31 $69k 454 152.26
2022-12-31 $69k 454 151.65
2022-09-30 $62k 454 136.56
2021-12-31 $76k 454 167.40
2021-09-30 $71k 454 156.39
2021-06-30 $72k 454 158.59
2021-03-31 $69k 454 151.98
2020-12-31 $62k 454 136.56
2020-09-30 $54k 454 118.94
2020-06-30 $51k 454 112.33
2020-03-31 $45k 454 99.12
2019-12-31 $62k 454 136.56
2019-09-30 $58k 454 127.75
2019-06-30 $58k 454 127.75
2019-03-31 $56k 454 123.35
2018-12-31 $50k 454 110.13
2018-09-30 $57k 454 125.55
2018-06-30 $55k 454 121.15
2018-03-31 $54k 454 118.94
2017-12-31 $56k 454 123.35
2017-09-30 $54k 454 118.94
2017-06-30 $53k 454 116.74
2017-03-31 $52k 454 114.54
2016-12-31 $51k 454 112.33
2016-09-30 $48k 454 105.73
2016-06-30 $164k 1.6k 103.14

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
AutoZone (AZO)

View all positions for TD Capital 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