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iShares Russell 1000 Value Index shares owned by TCI Wealth Advisors

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

Historical chart of TCI 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 TCI Wealth Advisors 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 7.3k 179.10
2023-12-31 $1.3M 8.0k 165.24
2023-09-30 $1.3M 8.5k 151.81
2023-06-30 $1.4M 9.0k 157.82
2023-03-31 $1.4M 9.0k 152.25
2022-12-31 $1.4M 9.1k 151.64
2022-09-30 $1.2M 9.2k 136.04
2022-06-30 $1.4M 9.6k 144.96
2022-03-31 $1.6M 9.6k 165.97
2021-12-31 $1.6M 9.7k 167.88
2021-09-30 $1.5M 9.9k 156.47
2021-06-30 $1.6M 10k 158.66
2021-03-31 $1.5M 10k 151.59
2020-12-31 $1.4M 10k 136.74
2020-09-30 $1.2M 10k 118.11
2020-06-30 $1.2M 11k 112.67
2020-03-31 $1.1M 11k 99.15
2019-12-31 $1.6M 12k 136.51
2019-09-30 $1.5M 12k 128.22
2019-06-30 $1.5M 11k 127.20
2019-03-31 $1.6M 13k 123.48
2018-12-31 $1.4M 13k 111.08
2018-09-30 $1.6M 13k 126.60
2018-06-30 $1.6M 13k 121.35
2018-03-31 $1.0M 8.6k 119.97
2017-12-31 $1.1M 8.6k 124.38
2017-09-30 $982k 8.3k 118.53
2017-06-30 $981k 8.4k 116.45
2017-03-31 $935k 8.1k 114.92
2016-12-31 $864k 7.7k 112.02
2016-09-30 $815k 7.7k 105.67
2016-06-30 $796k 7.7k 103.20
2016-03-31 $762k 7.7k 98.79
2015-12-31 $271k 2.8k 97.90
2015-09-30 $286k 3.1k 93.22
2015-06-30 $228k 2.2k 102.98
2015-03-31 $182k 1.8k 103.17
2014-12-31 $184k 1.8k 104.31
2014-09-30 $177k 1.8k 100.34
2014-06-30 $179k 1.8k 101.47
2014-03-31 $170k 1.8k 96.37
2013-12-31 $254k 2.7k 94.35
2013-09-30 $178k 2.1k 86.03
2013-06-30 $173k 2.1k 83.62
2013-03-31 $168k 2.1k 81.20
2012-12-31 $159k 2.2k 73.00

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for TCI 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