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iShares Russell 1000 Value Index shares owned by Personal Capital Advisors

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

Historical chart of Personal Capital 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 Personal Capital Advisors 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 Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $691k 4.6k 151.65
2022-09-30 $591k 4.3k 135.89
2022-06-30 $586k 4.0k 144.94
2022-03-31 $737k 4.4k 166.03
2021-12-31 $757k 4.5k 167.85
2021-09-30 $727k 4.6k 156.41
2021-06-30 $717k 4.5k 158.66
2021-03-31 $703k 4.6k 151.57
2020-12-31 $609k 4.5k 136.82
2020-09-30 $536k 4.5k 118.11
2020-06-30 $496k 4.4k 112.52
2020-03-31 $584k 5.9k 98.73
2019-12-31 $917k 6.7k 136.54
2019-09-30 $823k 6.4k 128.19
2019-06-30 $645k 5.1k 127.22
2019-03-31 $706k 5.7k 123.49
2018-12-31 $587k 5.3k 110.96
2018-09-30 $544k 4.3k 126.66
2018-06-30 $356k 2.9k 121.46
2018-03-31 $434k 3.6k 119.92
2017-12-31 $478k 3.8k 124.25
2017-09-30 $554k 4.7k 118.43
2017-06-30 $354k 3.0k 116.37
2017-03-31 $428k 3.7k 114.59
2016-12-31 $220k 2.0k 112.24