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iShares Russell 1000 Value Index shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 75k 179.11
2023-12-31 $9.7M 59k 165.25
2023-09-30 $7.2M 48k 151.82
2023-06-30 $6.3M 40k 157.82
2023-03-31 $3.6M 23k 152.26
2022-12-31 $3.9M 26k 151.66
2022-09-30 $3.4M 25k 136.01
2022-06-30 $3.7M 26k 144.97
2022-03-31 $3.5M 21k 165.97
2021-12-31 $3.4M 20k 167.94
2021-06-30 $2.8M 18k 158.64
2021-03-31 $2.8M 18k 158.64
2020-12-31 $2.8M 18k 158.64
2020-09-30 $2.8M 18k 158.64
2020-06-30 $1.7M 15k 112.65
2020-03-31 $2.8M 18k 158.64
2019-12-31 $2.8M 18k 158.64
2019-09-30 $2.8M 18k 158.64
2019-06-30 $2.5M 20k 127.22
2019-03-31 $2.6M 21k 123.48
2018-12-31 $4.9M 44k 111.05
2018-09-30 $1.5M 12k 126.59
2018-06-30 $1.4M 12k 121.36
2018-03-31 $235k 2.0k 120.14
2017-12-31 $244k 2.0k 124.49
2017-09-30 $207k 1.7k 118.62
2017-06-30 $275k 2.4k 116.38
2017-03-31 $319k 2.8k 114.87
2016-12-31 $477k 4.3k 112.08
2016-09-30 $743k 7.0k 105.55
2016-06-30 $650k 6.3k 103.24
2016-03-31 $98k 991 98.89
2015-12-31 $87k 891 97.64

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index