Independence Wealth Advisors »

iShares Russell 1000 Value Index shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors 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 Independence Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $6.1M 45k 136.74
2020-09-30 $5.1M 43k 118.12
2020-06-30 $4.0M 36k 112.61
2020-03-31 $3.8M 38k 99.18
2019-12-31 $5.3M 39k 136.49
2019-09-30 $5.0M 39k 128.25
2019-06-30 $5.7M 45k 127.23
2019-03-31 $5.0M 40k 123.49
2018-12-31 $4.6M 41k 111.05
2018-09-30 $5.2M 41k 126.63
2018-06-30 $5.0M 41k 121.37
2018-03-31 $5.1M 43k 119.97
2017-12-31 $5.6M 45k 124.33

More positions owned by Independence Wealth Advisors

Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Starbucks Corp Stock (SBUX)
Wp Carey Reit (WPC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Leidos Holdings Stock (LDOS)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Independence Wealth Advisors

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