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iShares Russell 1000 Value Index shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $5.5M 49k 112.61
2020-03-31 $4.9M 50k 99.18
2019-12-31 $9.0M 66k 136.48
2019-09-30 $8.8M 68k 128.25
2019-06-30 $9.2M 73k 127.21
2019-03-31 $8.9M 72k 123.49
2018-12-31 $8.0M 72k 111.05
2018-09-30 $7.1M 56k 126.62
2018-06-30 $6.4M 53k 121.38
2018-03-31 $5.5M 46k 119.96
2017-12-31 $5.1M 41k 124.35

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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