Ogorek Anthony Joseph »

iShares Russell 1000 Value Index shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph 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 Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2024-03-31 $10k 60 166.67
2023-12-31 $9.0k 60 150.00
2023-09-30 $38k 254 149.61
2023-06-30 $40k 254 157.48
2023-03-31 $38k 254 149.61
2022-12-31 $38k 254 149.61
2022-09-30 $34k 254 133.86
2022-06-30 $36k 254 141.73
2022-03-31 $42k 258 162.79
2021-12-31 $43k 258 166.67
2021-09-30 $39k 254 153.54
2021-06-30 $40k 254 157.48
2021-03-31 $9.0k 60 150.00
2020-12-31 $8.0k 60 133.33
2020-09-30 $10k 90 111.11
2020-06-30 $10k 90 111.11
2020-03-31 $8.0k 90 88.89
2019-12-31 $12k 90 133.33
2019-09-30 $11k 90 122.22
2019-06-30 $11k 90 122.22
2019-03-31 $11k 90 122.22
2018-12-31 $9.0k 90 100.00
2018-09-30 $11k 90 122.22
2018-06-30 $10k 90 111.11
2018-03-31 $1.0k 10 100.00
2017-12-31 $1.0k 10 100.00

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
SCHB Schwab U.S. Broad Market (SCHB)
Vti Vanguard Total Stock Market (ETF) (VTI)
Schi Schwab 5 10 Year Corp Bond Etf (SCHI)
Voo Vanguard 500 ETF (VOO)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Pave Global X US Infrastructure Dev ETF (PAVE)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Lly Eli Lilly & Co (LLY)
Vug Vanguard Growth ETF (VUG)
MLN VanEck Long Muni ETF (MLN)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)
VSGX Vanguard ESG International Stock ETF (VSGX)

View all positions for Ogorek Anthony Joseph

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