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iShares Russell 1000 Value Index shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 71k 165.25
2023-09-30 $11M 72k 151.82
2023-06-30 $12M 73k 157.83
2023-03-31 $11M 73k 152.26
2022-12-31 $11M 70k 151.65
2022-06-30 $11M 75k 144.98
2022-03-31 $14M 84k 165.97
2021-12-31 $15M 86k 167.93
2021-09-30 $1.9M 12k 156.53
2021-06-30 $14M 87k 158.62
2021-03-31 $13M 88k 151.55
2020-12-31 $5.0M 37k 136.74
2020-09-30 $4.2M 35k 118.14
2020-06-30 $4.0M 36k 112.61
2019-12-31 $4.9M 36k 136.47
2019-09-30 $4.6M 36k 128.25
2019-06-30 $4.7M 37k 127.21
2019-03-31 $4.6M 38k 123.50
2018-12-31 $4.3M 39k 111.05
2018-09-30 $5.2M 41k 126.62
2018-06-30 $5.4M 44k 121.38
2018-03-31 $5.3M 44k 119.97
2017-12-31 $5.7M 46k 124.33
2017-09-30 $6.0M 51k 118.50
2017-06-30 $5.9M 51k 116.44
2017-03-31 $5.8M 50k 114.94
2016-12-31 $5.8M 51k 112.04
2016-09-30 $4.9M 47k 105.61
2016-06-30 $4.9M 47k 103.23
2016-03-31 $5.0M 50k 98.81
2015-12-31 $5.2M 53k 97.86
2015-09-30 $4.7M 51k 93.28
2015-06-30 $5.2M 51k 103.15
2015-03-31 $5.6M 54k 103.07
2014-12-31 $5.8M 56k 104.39
2014-09-30 $6.0M 60k 100.08
2014-06-30 $6.3M 62k 101.27
2014-03-31 $6.4M 67k 96.49
2013-12-31 $6.1M 65k 94.18
2013-09-30 $5.3M 61k 86.21

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index