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iShares Russell 1000 Value Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $793k 4.4k 179.11

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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View all positions for Holistic Planning

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