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iShares Russell 1000 Value Index shares owned by Reilly Financial Advisors

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

Historical chart of Reilly 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 Reilly 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 Reilly Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $165k 980 168.37
2021-09-30 $151k 964 156.64
2021-06-30 $153k 964 158.71
2021-03-31 $146k 964 151.45
2020-12-31 $132k 964 136.93
2020-09-30 $123k 1.0k 118.38
2020-06-30 $115k 1.0k 112.86
2020-03-31 $121k 1.2k 99.18
2019-12-31 $165k 1.2k 136.70
2019-09-30 $155k 1.2k 128.42
2019-06-30 $135k 1.1k 126.88
2019-03-31 $141k 1.1k 123.68
2018-12-31 $143k 1.3k 110.68
2018-09-30 $182k 1.4k 126.30
2018-06-30 $170k 1.4k 121.69
2018-03-31 $160k 1.3k 119.85
2017-12-31 $156k 1.3k 124.30
2017-09-30 $190k 1.6k 118.75
2017-06-30 $186k 1.6k 116.25
2017-03-31 $180k 1.6k 114.87
2016-12-31 $176k 1.6k 112.32
2016-09-30 $174k 1.7k 105.33
2016-06-30 $218k 2.1k 103.22
2016-03-31 $189k 1.9k 98.85
2015-12-31 $192k 2.0k 97.86
2015-09-30 $223k 2.4k 93.23
2015-06-30 $254k 2.5k 102.96
2015-03-31 $328k 3.2k 103.18
2014-12-31 $363k 3.5k 104.34
2014-09-30 $422k 4.2k 100.19
2014-06-30 $637k 6.3k 101.89
2014-03-31 $624k 6.5k 96.49
2013-12-31 $587k 6.2k 94.16
2013-09-30 $541k 6.2k 86.78
2013-06-30 $561k 6.7k 83.57

More positions owned by Reilly Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Amazon (AMZN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Icon SHS (ICLR)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Thermo Fisher Scientific (TMO)
Sony Group Corporation Sponsored Adr (SONY)
Nike CL B (NKE)
Lam Research Corporation (LRCX)
Accenture Plc Ireland Shs Class A (ACN)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)

View all positions for Reilly 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