Estate Counselors »

iShares Russell 1000 Value Index shares owned by Estate Counselors

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

Historical chart of Estate Counselors 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 Estate Counselors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Estate Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $758k 4.6k 165.25
2023-09-30 $4.3M 28k 151.82
2023-06-30 $4.8M 30k 157.83
2023-03-31 $3.3M 22k 152.26
2022-12-31 $3.2M 21k 151.65
2022-09-30 $2.9M 21k 135.96
2022-06-30 $3.8M 26k 144.94
2022-03-31 $4.4M 26k 165.95
2021-12-31 $4.8M 29k 167.93
2021-09-30 $4.7M 30k 156.50
2021-06-30 $5.4M 34k 158.60
2021-03-31 $5.3M 35k 151.55
2020-12-31 $5.1M 37k 136.74
2020-09-30 $9.0M 76k 118.13
2020-06-30 $7.9M 70k 112.62
2020-03-31 $8.5M 86k 99.19
2019-12-31 $12M 86k 136.48
2019-09-30 $11M 82k 128.26
2019-06-30 $10M 81k 127.23
2019-03-31 $9.5M 77k 123.49
2018-12-31 $3.8M 34k 111.06
2018-09-30 $4.8M 38k 126.62
2018-06-30 $4.6M 38k 121.39
2018-03-31 $4.6M 38k 119.97
2017-12-31 $12M 97k 124.34
2017-09-30 $13M 107k 118.51
2017-06-30 $12M 100k 116.43
2017-03-31 $9.1M 80k 114.93
2016-12-31 $11M 94k 112.03
2016-09-30 $9.2M 87k 105.62
2016-06-30 $9.0M 87k 103.23
2016-03-31 $8.8M 89k 98.81
2015-12-31 $5.4M 56k 97.86
2015-09-30 $5.5M 59k 93.44
2015-06-30 $7.4M 72k 103.14
2015-03-31 $7.4M 72k 103.08
2014-12-31 $2.2M 21k 104.38
2014-09-30 $2.1M 21k 100.10
2014-06-30 $2.1M 21k 101.26
2014-03-31 $2.0M 21k 96.51
2013-12-31 $2.0M 21k 94.16
2013-09-30 $1.8M 21k 86.19
2013-06-30 $1.8M 22k 84.13
2013-03-31 $1.1M 14k 81.19
2012-12-31 $1.0M 14k 72.79
2012-09-30 $1.0M 14k 73.95

More positions owned by Estate Counselors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Estate Counselors

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