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iShares Russell 1000 Value Index shares owned by Shone Asset Management

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

Historical chart of Shone Asset 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 Shone Asset 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 Shone Asset Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.4M 18k 134.87
2020-09-30 $2.3M 19k 122.90
2020-06-30 $2.2M 19k 118.45
2020-03-31 $2.1M 19k 110.26

More positions owned by Shone Asset Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Flexshares Tr Intl Qltdv Idx (IQDF)
Flexshares Tr Qualt Divd Idx (QDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Flexshares Tr Ready Acc Vari (RAVI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Philip Morris International (PM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Shone Asset Management

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