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iShares Russell 1000 Value Index shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $297k 2.2k 136.05
2022-06-30 $316k 2.2k 144.75
2022-03-31 $362k 2.2k 165.83
2021-12-31 $436k 2.6k 168.08
2021-09-30 $449k 2.9k 156.61
2021-06-30 $344k 2.2k 158.60
2021-03-31 $329k 2.2k 151.68
2020-12-31 $307k 2.2k 136.57

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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