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iShares Russell 1000 Value Index shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2024-03-31 $878k 4.9k 179.13
2023-12-31 $515k 3.1k 165.27
2023-06-30 $1.4M 8.6k 157.84
2022-12-31 $2.1M 14k 151.64
2022-09-30 $2.0M 15k 136.01
2022-06-30 $3.4M 23k 144.95
2021-12-31 $321k 1.9k 167.97
2021-09-30 $202k 1.3k 156.59
2020-03-31 $1.5M 15k 99.19

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Real Estate Etf (VNQ)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Wealth Alliance

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