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iShares Russell 1000 Value Index shares owned by Xulu

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

Historical chart of Xulu investment in iShares Russell 1000 Value Index

Jan 2015Mar 2015May 2015Jul 2015Sep 20150.6M0.7M0.8M0.9M1M6k7k8k9k10k
Value ($)Share countHistorical IWD position of Xulu Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2015-09-30 $915k 9.8k 93.27
2015-06-30 $1.1M 10k 103.81
2015-03-31 $995k 9.6k 103.44
2014-12-31 $612k 5.9k 104.58

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Baird Financial
Northern Trust
Jones Financial Companies, L.L
M^T Bank Corporation
LPL Financial

View all funds holding iShares Russell 1000 Value Index