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iShares Russell 1000 Value Index shares owned by Strategic Capital

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

Historical chart of Strategic Capital 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 Strategic Capital 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 Strategic Capital

Quarter filed Position value Share count Share price at filing
2014-06-30 $11k 113 97.35
2014-03-31 $11k 113 97.35
2013-12-31 $11k 113 97.35
2013-06-30 $14k 167 83.83
2013-03-31 $17k 237 71.73
2012-12-31 $17k 237 71.73
2012-09-30 $18k 247 72.87
2012-03-31 $17k 247 68.83
2011-12-31 $16k 247 64.78

More positions owned by Strategic Capital

iShares Dow Jones Select Dividend (DVY)
iShares S&P 500 Growth Index (IVW)
iShares S&P 500 Index (IVV)
Facebook Inc cl a (META)
Vanguard Total Bond Market ETF (BND)
Spdr S&p 500 Etf (SPY)
Apple (AAPL)
Spdr Series Trust cmn (HYMB)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Johnson & Johnson (JNJ)
First Tr Exchange Traded Fd multi asset di (MDIV)
General Electric Company
SPDR Barclays Capital Aggregate Bo (SPAB)
Bruker Corporation (BRKR)

View all positions for Strategic Capital

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