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iShares Russell 1000 Value Index shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 69k 189.80
2024-06-30 $12M 69k 174.47
2024-03-31 $13M 70k 179.11
2023-12-31 $12M 71k 165.25
2023-09-30 $11M 72k 151.82
2023-06-30 $12M 73k 157.83
2023-03-31 $11M 73k 152.26
2022-12-31 $11M 70k 151.65
2022-06-30 $11M 75k 144.98
2022-03-31 $14M 84k 165.97
2021-12-31 $15M 86k 167.93
2021-09-30 $14M 87k 156.51
2021-06-30 $14M 87k 158.62
2021-03-31 $13M 88k 151.55
2020-12-31 $5.0M 37k 136.74
2020-09-30 $4.2M 35k 118.14
2020-06-30 $4.0M 36k 112.61
2019-12-31 $4.9M 36k 136.47
2019-09-30 $4.6M 36k 128.25
2019-06-30 $4.7M 37k 127.21
2019-03-31 $4.6M 38k 123.50
2018-12-31 $4.3M 39k 111.05
2018-09-30 $5.2M 41k 126.62
2018-06-30 $5.4M 44k 121.38
2018-03-31 $5.3M 44k 119.97
2017-12-31 $5.7M 46k 124.33
2017-09-30 $6.0M 51k 118.50
2017-06-30 $5.9M 51k 116.44
2017-03-31 $5.8M 50k 114.94
2016-12-31 $5.8M 51k 112.04
2016-09-30 $4.9M 47k 105.61
2016-06-30 $4.9M 47k 103.23
2016-03-31 $5.0M 50k 98.81
2015-12-31 $5.2M 53k 97.86
2015-09-30 $4.7M 51k 93.28
2015-06-30 $5.2M 51k 103.15
2015-03-31 $5.6M 54k 103.07
2014-12-31 $5.8M 56k 104.39
2014-09-30 $6.0M 60k 100.08
2014-06-30 $6.3M 62k 101.27
2014-03-31 $6.4M 67k 96.49
2013-12-31 $6.1M 65k 94.18
2013-09-30 $5.3M 61k 86.21

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index