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iShares Russell 1000 Value Index shares owned by FC Advisory

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

Historical chart of FC Advisory 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 FC Advisory 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 FC Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 23k 179.11
2023-12-31 $3.9M 24k 165.25
2023-09-30 $3.9M 26k 151.82
2023-06-30 $4.3M 27k 157.83
2023-03-31 $4.2M 27k 152.26
2022-12-31 $4.3M 28k 151.65
2022-09-30 $3.8M 28k 135.98
2022-06-30 $4.4M 30k 144.97
2022-03-31 $4.9M 30k 165.97
2021-12-31 $5.1M 30k 167.92
2021-09-30 $5.0M 32k 156.50
2021-06-30 $6.4M 40k 158.62
2021-03-31 $6.1M 40k 151.55
2020-12-31 $5.9M 43k 136.73
2020-09-30 $5.5M 47k 118.12
2020-06-30 $5.4M 48k 112.61
2020-03-31 $4.7M 48k 99.17
2019-12-31 $6.1M 45k 136.23
2019-09-30 $6.0M 47k 128.13
2019-06-30 $6.1M 47k 128.59
2019-03-31 $5.9M 48k 123.49
2018-12-31 $5.4M 48k 111.05
2018-09-30 $6.0M 48k 126.63
2018-06-30 $6.0M 49k 121.38
2018-03-31 $5.8M 48k 119.95
2017-12-31 $6.3M 51k 124.33
2017-09-30 $6.1M 51k 118.52
2017-06-30 $6.1M 53k 116.43
2017-03-31 $6.6M 58k 114.95
2016-12-31 $6.4M 57k 112.98
2016-09-30 $6.0M 57k 105.62
2016-06-30 $5.7M 55k 103.23
2016-03-31 $5.5M 56k 98.80
2015-12-31 $5.6M 57k 97.86
2015-09-30 $5.4M 58k 93.29
2015-06-30 $6.6M 64k 103.14
2015-03-31 $6.6M 64k 103.09

More positions owned by FC Advisory

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Broad Usd High (USHY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Msci Total (IXUS)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for FC Advisory

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