Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Russell 1000 Value Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $771k 4.7k 165.23
2023-09-30 $778k 5.1k 151.81
2023-06-30 $809k 5.1k 157.82
2023-03-31 $658k 4.3k 152.26
2022-12-31 $806k 5.3k 151.65
2022-09-30 $646k 4.8k 135.91
2022-06-30 $846k 5.8k 145.04
2022-03-31 $481k 2.9k 166.03
2021-12-31 $527k 3.1k 167.99
2021-09-30 $410k 2.6k 156.49
2021-06-30 $416k 2.6k 158.78
2021-03-31 $341k 2.3k 151.42
2020-12-31 $358k 2.6k 136.64
2020-09-30 $327k 2.8k 118.05
2020-06-30 $312k 2.8k 112.64
2020-03-31 $324k 3.3k 99.14
2019-12-31 $418k 3.1k 136.60
2019-09-30 $254k 2.0k 128.15
2019-06-30 $252k 2.0k 127.14
2019-03-31 $245k 2.0k 123.61
2018-12-31 $220k 2.0k 111.00
2018-09-30 $251k 2.0k 126.64

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Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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M^T Bank Corporation
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Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
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View all funds holding iShares Russell 1000 Value Index