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iShares Russell 1000 Value Index shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment 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 Ken Roberts Investment 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $103k 577 179.11
2016-06-30 $418k 4.1k 103.21
2016-03-31 $400k 4.1k 98.77

More positions owned by Ken Roberts Investment Management

Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tyson Foods Cl A (TSN)
Target Corporation (TGT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pfizer (PFE)
Huntington Bancshares Incorporated (HBAN)
BlackRock (BLK)
Lamar Advertising Cl A (LAMR)
Devon Energy Corporation (DVN)
Citigroup Com New (C)
General Mills (GIS)
Baker Hughes Company Cl A (BKR)
Keurig Dr Pepper (KDP)
Newmont Mining Corporation (NEM)

View all positions for Ken Roberts Investment 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