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iShares Russell 1000 Value Index shares owned by Advisor

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

Historical chart of Advisor 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 Advisor 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 Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $31M 228k 136.55
2019-09-30 $27M 208k 128.32
2019-06-30 $25M 193k 127.29
2019-03-31 $23M 186k 123.56
2018-12-31 $20M 183k 111.09
2018-09-30 $20M 158k 126.69
2018-06-30 $16M 134k 121.37
2018-03-31 $17M 143k 119.99
2017-12-31 $19M 152k 124.36
2017-09-30 $17M 142k 118.62
2017-06-30 $15M 146k 105.35
2017-03-31 $15M 141k 103.30
2016-12-31 $14M 134k 100.71
2016-09-30 $11M 120k 92.40
2016-06-30 $13M 126k 103.15