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iShares Russell 1000 Value Index shares owned by Unionview

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

Historical chart of Unionview 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 Unionview 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 Unionview

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 16k 185.13
2024-09-30 $3.1M 16k 189.80
2024-06-30 $2.8M 16k 174.47
2024-03-31 $2.8M 16k 179.11
2023-12-31 $2.3M 14k 165.25
2023-09-30 $2.0M 13k 151.83
2023-06-30 $1.8M 11k 157.84
2023-03-31 $1.7M 11k 152.27
2022-12-31 $1.5M 10k 151.65
2022-09-30 $1.4M 10k 136.04
2022-06-30 $1.4M 9.8k 145.02
2022-03-31 $1.6M 9.3k 165.95
2021-12-31 $1.5M 9.0k 167.98

More positions owned by Unionview

Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Value Line Divid In SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Unionview

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index