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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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Quarterly reported holdings in iShares Russell 1000 Value Index by Waldron

Quarter filed Position value Share count Share price at filing
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 $57M 583k 97.96
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 Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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