Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kowal Investment Group »

iShares Russell 1000 Value Index shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment Group 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 Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell 1000 Value Index by Kowal Investment Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$332k	1.9k	179.11
2023-12-31	$4.1M	25k	165.25
2023-09-30	$241k	1.6k	151.81
2023-06-30	$248k	1.6k	157.87
2023-03-31	$246k	1.6k	152.28
2022-12-31	$1.9M	13k	151.66
2022-09-30	$340k	2.5k	136.16
2022-06-30	$360k	2.5k	145.04
2022-03-31	$341k	2.1k	165.86
2021-09-30	$78k	502	155.38

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Morningstar Divid L SHS (FDL)

First Tr Nasdaq 100 Tech Ind SHS (QTEC)

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

Ishares Tr National Mun Etf (MUB)

Apple (AAPL)

Microsoft Corporation (MSFT)

First Tr Exchange Traded Tech Alphadex (FXL)

NVIDIA Corporation (NVDA)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr Core Msci Eafe (IEFA)

First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z