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iShares Russell 1000 Value Index shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 7.1k 179.11
2023-12-31 $1.2M 7.3k 165.25
2023-09-30 $1.7M 11k 151.82
2023-06-30 $1.7M 11k 157.83
2023-03-31 $1.2M 7.9k 152.26
2022-12-31 $1.2M 7.9k 151.65
2022-09-30 $1.7M 13k 135.99
2022-06-30 $2.0M 14k 144.96

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Procter & Gamble Company (PG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index