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iShares Russell 1000 Value Index shares owned by Truepoint

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

Historical chart of Truepoint investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 2.6k 189.84
2024-06-30 $458k 2.6k 174.50
2024-03-31 $470k 2.6k 179.14
2023-12-31 $434k 2.6k 165.28
2023-09-30 $399k 2.6k 151.85
2023-06-30 $415k 2.6k 157.86
2023-03-31 $347k 2.3k 152.29
2022-12-31 $354k 2.3k 151.68
2022-09-30 $431k 3.2k 136.09
2022-06-30 $560k 3.9k 145.04
2022-03-31 $644k 3.9k 165.94
2021-12-31 $652k 3.9k 168.00
2021-09-30 $607k 3.9k 156.40
2021-06-30 $624k 3.9k 158.74
2021-03-31 $603k 4.0k 151.62
2020-12-31 $551k 4.0k 136.69
2019-12-31 $546k 4.0k 136.40
2019-09-30 $640k 5.0k 128.28
2019-06-30 $634k 5.0k 127.23
2019-03-31 $624k 5.1k 123.39
2018-12-31 $571k 5.1k 111.07
2018-09-30 $643k 5.1k 126.65
2018-06-30 $628k 5.2k 121.42
2018-03-31 $6.9k 826 8.33
2017-12-31 $843k 6.8k 124.37
2017-09-30 $673k 673k 1.00
2017-06-30 $1.0M 8.7k 117.28
2017-03-31 $955k 8.3k 114.89
2016-12-31 $945k 8.4k 113.11
2016-09-30 $912k 8.6k 105.57
2016-06-30 $1.2M 11k 103.23
2016-03-31 $858k 8.7k 98.87
2015-12-31 $610k 6.2k 97.79
2015-09-30 $339k 3.6k 93.41
2015-06-30 $502k 4.9k 103.21
2015-03-31 $355k 3.4k 102.93
2014-12-31 $297k 2.8k 104.43
2014-09-30 $284k 2.8k 100.00

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

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