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iShares Russell 1000 Value Index shares owned by Mycio Wealth Partners

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

Historical chart of Mycio Wealth Partners 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 Mycio Wealth Partners 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 Mycio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 10k 179.12
2023-12-31 $1.9M 11k 165.25
2023-09-30 $1.7M 11k 151.82
2023-06-30 $1.8M 11k 157.83
2023-03-31 $1.7M 11k 152.26
2022-12-31 $1.7M 11k 151.65
2022-09-30 $1.5M 11k 136.03
2022-06-30 $677k 4.7k 145.03
2022-03-31 $772k 4.7k 165.88
2021-12-31 $779k 4.6k 167.89
2021-09-30 $800k 5.1k 156.49
2021-06-30 $811k 5.1k 158.65
2021-03-31 $771k 5.1k 151.65
2020-12-31 $695k 5.1k 136.70
2020-09-30 $599k 5.1k 118.17
2020-06-30 $568k 5.0k 112.54
2020-03-31 $496k 5.0k 99.26
2019-12-31 $5.3M 39k 136.48
2019-09-30 $5.4M 42k 128.24
2019-06-30 $5.2M 41k 127.22
2019-03-31 $5.2M 42k 123.54
2018-12-31 $6.2M 56k 110.45
2018-09-30 $2.3M 18k 126.63
2018-06-30 $2.2M 18k 121.40
2018-03-31 $2.1M 18k 119.97
2017-12-31 $2.2M 18k 124.82
2017-09-30 $2.1M 17k 118.51
2017-06-30 $1.9M 16k 114.95
2017-03-31 $1.9M 16k 114.95
2016-12-31 $1.9M 17k 112.02
2016-09-30 $345k 3.3k 105.63
2016-06-30 $341k 3.3k 103.08
2016-03-31 $321k 3.2k 98.83
2015-12-31 $314k 3.2k 97.85
2015-09-30 $319k 3.4k 93.36
2015-06-30 $327k 3.2k 103.09
2015-03-31 $325k 3.2k 102.91
2014-12-31 $328k 3.1k 104.43
2014-09-30 $313k 3.1k 100.10
2014-06-30 $315k 3.1k 101.22
2014-03-31 $299k 3.1k 96.51
2013-12-31 $698k 7.4k 94.17
2013-09-30 $264k 3.1k 86.05
2013-06-30 $256k 3.1k 83.88

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Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Broadstone Net Lease (BNL)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Small Cp Etf (VB)
Automatic Data Processing (ADP)

View all positions for Mycio Wealth Partners

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