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iShares Russell 1000 Value Index shares owned by Crestone Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Crestone Asset Management from 13F filings

Historical chart of Crestone Asset Management 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 Crestone Asset Management 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 Crestone Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 128k 165.25
2023-09-30 $21M 138k 151.82
2023-06-30 $23M 144k 157.83
2023-03-31 $22M 147k 152.26
2022-12-31 $24M 160k 151.65
2022-09-30 $19M 139k 135.99
2022-06-30 $21M 142k 144.97
2022-03-31 $25M 153k 165.98
2021-12-31 $26M 153k 167.93
2021-09-30 $23M 148k 156.51
2021-06-30 $23M 147k 158.62
2021-03-31 $21k 138k 0.15
2020-12-31 $18M 134k 136.73
2020-09-30 $16M 134k 118.13
2020-06-30 $15M 133k 112.62
2020-03-31 $22M 217k 99.18
2019-12-31 $29M 209k 136.48
2019-09-30 $22M 167k 128.26
2019-06-30 $22M 175k 127.22
2019-03-31 $23M 190k 123.49
2018-12-31 $21M 185k 111.05
2018-09-30 $17M 136k 126.62
2018-06-30 $18M 147k 121.38
2018-03-31 $18M 150k 119.96
2017-12-31 $18M 148k 124.34
2017-09-30 $17M 145k 118.51
2017-06-30 $19M 162k 116.43
2017-03-31 $19M 161k 114.94
2016-12-31 $15M 132k 112.03
2016-09-30 $13M 120k 105.62
2016-06-30 $9.1M 88k 103.23
2016-03-31 $5.4M 54k 98.82
2015-12-31 $4.0M 41k 97.85

More positions owned by Crestone Asset Management

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Crestone Asset Management

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