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iShares Russell 1000 Value Index shares owned by Wealth Management Group

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

Historical chart of Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 6.9k 189.80
2024-06-30 $1.2M 6.7k 174.47
2024-03-31 $1.3M 7.3k 179.11
2023-12-31 $1.2M 7.6k 165.25
2023-09-30 $1.1M 7.0k 151.82
2023-06-30 $1.1M 7.1k 157.83
2023-03-31 $1.1M 6.9k 152.26
2022-12-31 $8.3M 55k 151.66
2022-09-30 $7.4M 55k 135.99
2022-06-30 $7.6M 53k 144.97
2022-03-31 $7.7M 46k 165.98
2021-12-31 $7.7M 46k 167.93
2021-09-30 $7.3M 47k 156.50
2021-06-30 $7.6M 48k 158.60
2021-03-31 $6.7M 44k 151.53
2020-12-31 $3.8M 28k 136.71
2020-09-30 $2.3M 20k 118.11
2020-06-30 $2.2M 20k 112.59
2020-03-31 $1.6M 16k 99.17
2019-12-31 $2.1M 15k 136.45
2019-09-30 $1.8M 14k 128.27
2019-06-30 $2.0M 16k 127.20
2019-03-31 $1.7M 14k 123.50
2018-12-31 $1.7M 16k 111.09
2018-09-30 $1.8M 14k 126.67
2018-06-30 $2.1M 17k 121.40
2018-03-31 $2.1M 17k 119.99
2017-12-31 $2.2M 18k 124.32
2017-09-30 $1.5M 12k 118.51
2017-06-30 $1.4M 12k 116.45
2017-03-31 $1.3M 12k 114.95
2016-12-31 $1.3M 12k 112.05
2016-09-30 $1.7M 16k 105.63
2016-06-30 $1.7M 17k 103.22
2016-03-31 $370k 3.7k 98.89
2015-12-31 $366k 3.7k 97.77

More positions owned by Wealth Management Group

Sector Spdr Common Stock (XLK)
Microsoft Common Stock (MSFT)
Ishares Mutual Funds - (AGG)
Chemung Financial Corp Common Stock (CHMG)
Sector Spdr Common Stock (XLV)
Ishares Mutual Funds - (IVV)
Sector Spdr Common Stock (XLE)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Jpmorgan Common Stock (JPM)
Alphabet Common Stock (GOOG)
Pepsico Common Stock (PEP)
Coca-cola Common Stock (KO)
Berkshire Common Stock (BRK.B)
Johnson Common Stock (JNJ)

View all positions for Wealth Management Group

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