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iShares Russell 1000 Value Index shares owned by Archford Capital Strategies

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

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies 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 Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $647k 3.6k 179.11
2023-12-31 $693k 4.2k 165.25
2023-09-30 $636k 4.2k 151.82
2023-06-30 $684k 4.2k 163.15
2023-03-31 $638k 4.2k 152.28
2022-12-31 $596k 3.9k 151.65
2022-09-30 $447k 3.3k 135.99
2022-06-30 $477k 3.3k 145.12
2022-03-31 $543k 3.3k 165.20
2021-12-31 $552k 3.3k 167.93
2021-09-30 $514k 3.3k 156.37
2021-06-30 $521k 3.3k 158.50
2021-03-31 $512k 3.3k 155.77
2020-12-31 $463k 3.3k 140.86
2020-09-30 $388k 3.3k 118.04
2020-06-30 $397k 3.5k 112.72
2020-03-31 $349k 3.5k 99.09
2019-12-31 $481k 3.5k 136.57
2019-09-30 $452k 3.5k 128.34
2019-06-30 $448k 3.5k 127.20
2019-03-31 $685k 5.5k 123.49
2018-12-31 $616k 5.5k 111.05
2018-09-30 $730k 5.8k 126.58
2018-06-30 $700k 5.8k 121.38
2017-12-31 $998k 8.0k 124.33
2017-09-30 $1.0M 8.5k 118.47
2017-06-30 $984k 8.4k 116.46
2017-03-31 $962k 8.4k 114.95
2016-12-31 $713k 6.4k 112.00
2016-09-30 $560k 5.3k 105.60
2016-06-30 $566k 5.5k 103.23
2016-03-31 $1.1k 108 10.09
2015-12-31 $8.0k 75 106.67
2015-09-30 $7.0k 75 93.33
2015-06-30 $1.3M 12k 103.08
2015-03-31 $1.3M 12k 103.08
2014-12-31 $1.3M 12k 104.38
2014-09-30 $1.2M 12k 100.06
2014-06-30 $1.2M 12k 101.27
2014-03-31 $1.0M 11k 96.50

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

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