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iShares Russell 1000 Value Index shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 8.7k 179.11
2023-09-30 $1.4M 9.2k 151.83
2023-06-30 $1.5M 9.4k 157.84
2023-03-31 $1.5M 9.9k 152.26
2022-12-31 $1.5M 10k 151.65
2022-09-30 $1.4M 10k 135.96
2022-06-30 $1.5M 11k 144.96
2022-03-31 $1.8M 11k 166.02
2021-12-31 $2.3M 14k 167.96
2021-09-30 $2.6M 16k 156.54
2021-06-30 $3.4M 22k 158.63
2021-03-31 $3.7M 25k 151.55
2020-12-31 $3.1M 23k 136.72
2020-09-30 $2.6M 22k 118.14
2020-06-30 $2.4M 21k 112.66
2020-03-31 $302k 12k 25.94
2019-12-31 $2.7M 19k 136.48
2019-09-30 $2.4M 18k 128.28
2019-06-30 $2.3M 18k 127.24
2019-03-31 $2.1M 17k 123.50
2018-12-31 $1.8M 16k 111.10
2018-09-30 $2.0M 16k 126.68
2018-06-30 $1.8M 15k 121.39
2018-03-31 $1.8M 15k 119.98
2017-12-31 $1.8M 15k 124.35
2017-09-30 $1.7M 14k 118.57
2017-06-30 $1.6M 14k 116.43
2017-03-31 $1.6M 14k 114.98
2016-12-31 $1.5M 14k 112.04
2016-09-30 $1.4M 14k 105.64
2016-06-30 $1.4M 13k 103.29
2016-03-31 $1.3M 13k 98.88
2015-12-31 $1.1M 12k 97.89
2015-09-30 $1.1M 11k 93.30
2015-06-30 $1.0M 9.9k 103.23
2015-03-31 $986k 9.6k 103.09
2014-12-31 $1.1M 11k 104.46
2014-09-30 $1.1M 11k 100.17
2014-06-30 $1.0M 9.9k 101.36
2014-03-31 $773k 8.0k 96.58
2013-12-31 $443k 4.7k 94.30

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

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