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iShares Russell 1000 Value Index shares owned by Elm Partners Management

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

Historical chart of Elm Partners Management 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 Elm Partners Management 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 Elm Partners Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 1.7k 179.11
2023-12-31 $243k 1.5k 165.25
2023-09-30 $291k 1.9k 151.82
2023-06-30 $307k 1.9k 157.83
2023-03-31 $289k 1.9k 152.26
2022-12-31 $310k 2.0k 151.65
2022-09-30 $248k 1.8k 135.89
2022-06-30 $204k 1.4k 145.09
2022-03-31 $298k 1.8k 166.20
2021-12-31 $306k 1.8k 168.13
2021-09-30 $282k 1.8k 156.67
2021-06-30 $290k 1.8k 158.82
2021-03-31 $283k 1.9k 151.50
2020-12-31 $263k 1.9k 136.55
2020-09-30 $236k 2.0k 118.30
2020-06-30 $285k 2.5k 112.51
2020-03-31 $277k 2.8k 99.03
2019-12-31 $784k 6.1k 128.34
2019-09-30 $1.1M 8.9k 128.23
2019-06-30 $1.4M 11k 127.21
2019-03-31 $1.4M 12k 123.51
2018-12-31 $1.3M 12k 110.05

More positions owned by Elm Partners Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Msci Euro (IEUR)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Core Msci Pac (IPAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)

View all positions for Elm Partners Management

Top funds holding iShares Russell 1000 Value Index

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View all funds holding iShares Russell 1000 Value Index