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iShares Russell 1000 Value Index shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments 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 Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 21k 179.11
2023-09-30 $3.2M 21k 151.82
2022-12-31 $2.7M 18k 151.65
2021-12-31 $2.8M 17k 170.68

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Rinkey Investments

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