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iShares Russell 1000 Value Index shares owned by BDO Wealth Advisors

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

Historical chart of BDO Wealth 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 BDO Wealth 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 BDO Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $573k 3.6k 157.83
2023-03-31 $403k 2.6k 152.26
2022-12-31 $410k 2.7k 151.65
2022-09-30 $387k 2.7k 145.11
2022-06-30 $387k 2.7k 145.11
2022-03-31 $492k 3.0k 165.82
2021-12-31 $478k 2.8k 167.96
2021-09-30 $49k 311 157.56
2021-06-30 $86k 541 158.96
2021-03-31 $37k 241 153.53
2020-12-31 $77k 562 137.01
2020-09-30 $309k 2.6k 117.94
2020-06-30 $81k 720 112.50
2020-03-31 $246k 2.5k 99.11
2019-12-31 $66k 487 135.52
2019-09-30 $70k 548 127.74
2019-06-30 $70k 548 127.74
2019-03-31 $68k 547 124.31
2018-12-31 $61k 547 111.52
2018-09-30 $41k 323 126.93
2018-06-30 $87k 721 120.67
2018-03-31 $96k 798 120.30
2017-12-31 $50k 402 124.38
2017-09-30 $48k 402 119.40
2017-06-30 $109k 938 116.20

More positions owned by BDO Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Bank of America Corporation (BAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for BDO Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index