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iShares Russell 1000 Value Index shares owned by Waldron

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

Historical chart of Waldron investment in iShares Russell 1000 Value Index

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $163M 857k 189.80
2024-06-30 $156M 894k 174.47
2024-03-31 $161M 900k 179.11
2023-12-31 $151M 911k 165.25
2023-09-30 $140M 917k 152.81
2023-06-30 $148M 936k 157.83
2023-03-31 $146M 961k 152.26
2022-12-31 $127M 933k 136.00
2022-09-30 $127M 933k 136.00
2022-06-30 $142M 979k 144.97
2022-03-31 $145M 875k 165.98
2021-12-31 $147M 878k 167.93
2021-09-30 $134M 855k 156.52
2021-06-30 $133M 838k 158.62
2021-03-31 $124M 817k 151.56
2020-12-31 $108M 790k 136.73
2020-09-30 $89M 749k 118.13
2020-06-30 $82M 726k 112.62
2020-03-31 $75M 755k 99.18
2019-12-31 $128M 940k 136.48
2019-09-30 $117M 912k 128.26
2019-06-30 $107M 837k 127.22
2019-03-31 $99M 798k 123.49
2018-12-31 $74M 664k 111.05
2018-09-30 $92M 728k 126.62
2018-06-30 $83M 683k 121.38
2018-03-31 $79M 655k 119.96
2017-12-31 $81M 650k 124.34
2017-09-30 $76M 645k 118.51
2017-06-30 $73M 626k 116.43
2017-03-31 $74M 644k 114.46
2016-12-31 $65M 582k 112.03
2016-09-30 $65M 619k 105.52
2016-06-30 $54M 574k 93.48
2016-03-31 $54M 574k 93.48
2015-12-31 $57M 583k 97.96
2015-09-30 $54M 574k 93.48
2015-06-30 $64M 621k 102.66
2015-03-31 $59M 575k 103.08
2014-12-31 $59M 564k 104.40
2014-09-30 $56M 559k 100.09
2014-06-30 $56M 555k 101.27
2014-03-31 $53M 550k 96.50
2013-12-31 $57M 600k 94.17

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

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