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iShares Russell 1000 Value Index shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial 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 Pure Financial 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 9.6k 179.10
2023-12-31 $1.5M 9.2k 165.26
2023-09-30 $1.3M 8.8k 151.83
2023-06-30 $1.3M 8.4k 157.82
2023-03-31 $1.3M 8.3k 152.25
2022-12-31 $1.3M 8.3k 151.65
2022-09-30 $866k 6.4k 135.95
2022-06-30 $1.1M 7.7k 144.97
2022-03-31 $824k 5.0k 166.06
2021-12-31 $681k 4.1k 167.82
2021-09-30 $640k 4.1k 156.40
2021-06-30 $627k 4.0k 158.65
2021-03-31 $587k 3.9k 151.56
2020-12-31 $568k 4.2k 136.64
2020-09-30 $511k 4.3k 118.01
2020-06-30 $475k 4.2k 112.67
2020-03-31 $390k 3.9k 99.11
2019-12-31 $550k 4.0k 136.41
2019-09-30 $540k 4.2k 128.27
2019-06-30 $562k 4.4k 127.18
2019-03-31 $554k 4.5k 123.41
2018-12-31 $506k 4.6k 111.14
2018-09-30 $636k 5.0k 126.67
2018-06-30 $678k 5.6k 121.46
2018-03-31 $668k 5.6k 119.99
2017-12-31 $792k 6.4k 124.37
2017-09-30 $1.0M 8.8k 118.53
2017-06-30 $1.0M 9.0k 116.41
2017-03-31 $1.0M 8.9k 114.92
2016-12-31 $964k 8.6k 111.98
2016-09-30 $954k 9.0k 105.60
2016-06-30 $950k 9.2k 103.28
2016-03-31 $935k 9.4k 99.28
2015-12-31 $1.0M 11k 97.82
2015-09-30 $1.0M 11k 93.32
2015-06-30 $854k 8.3k 103.20
2015-03-31 $903k 8.8k 103.07
2014-12-31 $1.0M 9.9k 104.38
2014-09-30 $994k 9.9k 100.07
2014-06-30 $1.3M 13k 101.26
2014-03-31 $1.4M 14k 95.56
2013-12-31 $1.4M 15k 94.19
2013-09-30 $1.3M 15k 86.17
2013-06-30 $1.4M 17k 83.81
2013-03-31 $1.5M 19k 81.17
2012-12-31 $1.5M 20k 72.83

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Pure Financial 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