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iShares Russell 1000 Value Index shares owned by BHK Investment Advisors

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

Historical chart of BHK Investment 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 BHK Investment 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 BHK Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 6.9k 179.12
2023-12-31 $848k 5.1k 165.24
2023-09-30 $803k 5.3k 151.81
2023-06-30 $1.2M 7.4k 157.82
2023-03-31 $1.1M 7.5k 152.25
2022-12-31 $876k 5.8k 151.65
2022-09-30 $1.0M 7.5k 135.97
2022-06-30 $1.1M 7.9k 145.00
2022-03-31 $1.3M 8.0k 166.04
2021-12-31 $1.3M 8.0k 167.96
2021-09-30 $1.2M 8.0k 156.48
2021-06-30 $1.3M 8.0k 158.66
2021-03-31 $1.2M 8.5k 136.78
2020-12-31 $1.2M 8.5k 136.78
2020-09-30 $970k 8.2k 118.19
2020-06-30 $1.1M 9.7k 112.65
2020-03-31 $966k 9.7k 99.22
2019-12-31 $1.3M 9.8k 136.49
2019-09-30 $1.3M 10k 128.28
2019-06-30 $1.3M 10k 127.26
2019-03-31 $1.3M 11k 123.44
2018-12-31 $1.0M 9.4k 111.06
2018-09-30 $1.1M 8.4k 126.59
2018-06-30 $960k 7.9k 121.35
2018-03-31 $757k 6.3k 119.89
2017-12-31 $692k 5.6k 124.33

More positions owned by BHK Investment Advisors

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Barings Corporate Investors (MCI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Pimco Etf Tr 0-5 High Yield (HYS)

View all positions for BHK Investment 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