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iShares Russell 1000 Value Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.9M 31k 158.63
2021-03-31 $4.6M 30k 151.56
2020-12-31 $4.1M 30k 136.74
2020-09-30 $3.6M 31k 118.14
2020-06-30 $3.4M 31k 112.61
2020-03-31 $3.2M 32k 99.19
2019-12-31 $3.2M 24k 136.49
2019-09-30 $3.5M 27k 128.26
2019-06-30 $3.0M 24k 127.20
2019-03-31 $2.7M 22k 123.49
2018-12-31 $3.9M 35k 110.71
2018-09-30 $2.9M 23k 126.63
2018-06-30 $2.5M 21k 121.36
2018-03-31 $1.8M 15k 119.95
2017-12-31 $1.4M 12k 124.32

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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