Hanson McClain Advisors »

iShares Russell 1000 Value Index shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain Advisors 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 36k 179.11
2023-12-31 $4.7M 29k 165.25
2023-09-30 $4.1M 27k 151.82
2023-06-30 $4.3M 27k 157.83
2023-03-31 $4.6M 30k 152.26
2022-12-31 $4.3M 28k 151.65
2022-09-30 $3.9M 28k 135.99
2022-06-30 $4.1M 29k 144.98
2022-03-31 $4.7M 29k 165.99
2021-12-31 $3.7M 22k 167.92
2021-09-30 $3.5M 22k 156.49
2021-06-30 $3.1M 19k 158.61
2021-03-31 $432k 2.9k 151.53
2020-12-31 $382k 2.8k 136.82
2020-09-30 $328k 2.8k 117.94
2020-06-30 $189k 1.7k 112.77
2020-03-31 $266k 2.7k 99.22
2019-12-31 $310k 2.3k 136.50
2019-09-30 $220k 1.7k 128.43
2019-06-30 $196k 1.5k 127.36
2019-03-31 $210k 1.7k 123.60
2018-12-31 $171k 1.5k 111.11
2018-09-30 $209k 1.7k 126.51
2018-06-30 $183k 1.5k 121.11
2018-03-31 $180k 1.5k 120.16
2017-12-31 $189k 1.5k 124.42
2017-09-30 $162k 1.4k 118.42
2017-06-30 $194k 1.7k 116.66
2017-03-31 $166k 1.4k 114.64
2016-12-31 $28k 248 112.90
2016-09-30 $26k 248 104.84
2016-06-30 $28k 271 103.32
2016-03-31 $44k 445 98.88

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Hanson McClain 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