Tolleson Wealth Management »

iShares Russell 1000 Value Index shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson 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 Tolleson 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 25k 189.80
2024-03-31 $4.5M 25k 179.11
2023-12-31 $4.2M 25k 165.23
2023-09-30 $4.3M 28k 152.80
2023-06-30 $4.5M 29k 157.84
2023-03-31 $4.4M 29k 152.25
2022-12-31 $4.5M 29k 151.66
2022-09-30 $4.0M 29k 135.98
2022-06-30 $4.4M 30k 144.96
2022-03-31 $5.0M 30k 165.96
2021-12-31 $5.2M 31k 167.93
2021-09-30 $5.3M 34k 156.49
2021-06-30 $5.5M 35k 158.61
2021-03-31 $5.2M 35k 151.56
2020-12-31 $4.7M 35k 136.73
2020-09-30 $4.1M 35k 118.13
2020-06-30 $3.7M 33k 112.60
2020-03-31 $3.2M 32k 99.18
2019-12-31 $4.4M 32k 136.47
2019-09-30 $4.1M 32k 128.26

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares International Equity Factor Etf Etf (INTF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)

View all positions for Tolleson 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