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iShares Russell 1000 Value Index shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset Management 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 Evanson Asset Management 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 16k 179.11
2023-12-31 $2.6M 16k 165.25
2023-09-30 $2.4M 16k 151.82
2023-06-30 $2.5M 16k 157.83
2023-03-31 $1.5M 9.6k 152.26
2022-12-31 $1.3M 9.6k 135.99
2022-09-30 $1.3M 9.6k 136.04
2022-06-30 $1.5M 10k 145.00
2022-03-31 $1.7M 10k 165.98
2021-12-31 $1.7M 10k 167.95
2021-09-30 $2.8M 18k 158.11
2021-06-30 $2.8M 18k 158.62
2021-03-31 $2.7M 18k 151.54
2020-12-31 $2.5M 18k 136.72
2020-09-30 $2.0M 17k 118.11
2020-06-30 $1.8M 16k 112.62
2020-03-31 $1.6M 16k 99.16
2019-12-31 $2.5M 18k 136.47
2019-09-30 $2.2M 17k 128.24
2019-06-30 $2.2M 17k 127.22
2019-03-31 $2.1M 17k 123.47
2018-12-31 $1.9M 17k 111.04
2018-09-30 $2.1M 17k 126.64
2018-06-30 $2.1M 17k 121.36
2018-03-31 $2.6M 21k 119.96
2017-12-31 $2.6M 21k 124.32
2017-09-30 $2.5M 21k 118.52
2017-06-30 $2.3M 20k 116.43
2017-03-31 $2.2M 19k 114.94
2016-12-31 $2.1M 19k 112.05
2016-09-30 $2.0M 19k 105.64
2016-06-30 $1.9M 19k 103.21
2016-03-31 $1.8M 19k 98.83
2015-12-31 $1.8M 18k 97.87
2015-09-30 $1.7M 18k 93.26
2015-06-30 $1.8M 17k 103.14
2015-03-31 $1.7M 17k 103.09
2014-12-31 $788k 7.6k 104.34
2014-09-30 $753k 7.5k 100.05
2014-06-30 $758k 7.5k 101.30
2014-03-31 $738k 7.6k 96.48
2013-12-31 $706k 7.5k 94.17

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson Asset Management

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