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Total Wealth Planning »

iShares Russell 1000 Value Index shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning 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 Total Wealth Planning 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 Total Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$310k	1.6k	189.76
2024-06-30	$298k	1.6k	182.35
2024-03-31	$293k	1.6k	179.07
2023-12-31	$270k	1.6k	165.21
2022-03-31	$248k	1.5k	166.22

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Value Etf (VTV)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Ishares Tr Gl Clean Ene Etf (ICLN)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation

Goldman Sachs Group

Financial Engines Advisors L.L.C

Jpmorgan Chase & Co

Envestnet Asset Management

Jones Financial Companies, L.L

Wells Fargo & Company

Raymond James & Associates

M^T Bank Corporation

Pnc Financial Services

Synovus Financial Corp.

View all funds holding iShares Russell 1000 Value Index

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