iShares Russell 1000 Value Index shares owned by Advisors Preferred
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Advisors Preferred
from 13F filings
Historical chart of Advisors Preferred investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Advisors Preferred
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $17M | 80k | 212.20 |
| 2025-03-31 | $16M | 87k | 187.90 |
| 2023-09-30 | $5.6M | 37k | 150.12 |
| 2022-12-31 | $6.4M | 43k | 151.60 |
| 2022-09-30 | $8.1M | 58k | 139.72 |
| 2022-06-30 | $8.8M | 61k | 144.97 |
| 2022-03-31 | $50M | 299k | 166.64 |
| 2021-12-31 | $71M | 418k | 169.17 |
| 2021-09-30 | $28M | 176k | 158.55 |
| 2021-06-30 | $29M | 178k | 159.72 |
| 2021-03-31 | $45M | 295k | 152.86 |
| 2019-09-30 | $24M | 190k | 128.26 |
| 2019-03-31 | $21M | 169k | 123.49 |
| 2018-12-31 | $4.0M | 36k | 111.05 |
| 2015-12-31 | $9.9M | 100k | 98.76 |
Top funds holding iShares Russell 1000 Value Index
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