iShares Russell 1000 Value Index shares owned by Advisor OS
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 181k | 203.59 |
| 2025-06-30 | $35M | 182k | 194.20 |
| 2025-03-31 | $384k | 2.0k | 188.16 |
| 2024-12-31 | $651k | 3.5k | 185.13 |
| 2024-09-30 | $696k | 3.7k | 189.80 |
| 2024-06-30 | $360k | 2.1k | 174.47 |
| 2024-03-31 | $354k | 2.0k | 179.11 |
| 2023-12-31 | $326k | 2.0k | 165.25 |
| 2023-09-30 | $243k | 1.6k | 151.80 |
| 2023-06-30 | $251k | 1.6k | 157.80 |
| 2023-03-31 | $215k | 1.4k | 152.26 |
| 2022-06-30 | $2.7M | 19k | 144.95 |
Top funds holding iShares Russell 1000 Value Index
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