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iShares Russell 1000 Value Index shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset Management investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Evanson 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 14k 189.79
2024-06-30 $2.5M 14k 174.46
2024-03-31 $2.8M 16k 179.11
2023-12-31 $2.6M 16k 165.25
2023-09-30 $2.4M 16k 151.82
2023-06-30 $2.5M 16k 157.83
2023-03-31 $1.5M 9.6k 152.26
2022-12-31 $1.3M 9.6k 135.99
2022-09-30 $1.3M 9.6k 136.04
2022-06-30 $1.5M 10k 145.00
2022-03-31 $1.7M 10k 165.98
2021-12-31 $1.7M 10k 167.95
2021-09-30 $2.8M 18k 158.11
2021-06-30 $2.8M 18k 158.62
2021-03-31 $2.7M 18k 151.54
2020-12-31 $2.5M 18k 136.72
2020-09-30 $2.0M 17k 118.11
2020-06-30 $1.8M 16k 112.62
2020-03-31 $1.6M 16k 99.16
2019-12-31 $2.5M 18k 136.47
2019-09-30 $2.2M 17k 128.24
2019-06-30 $2.2M 17k 127.22
2019-03-31 $2.1M 17k 123.47
2018-12-31 $1.9M 17k 111.04
2018-09-30 $2.1M 17k 126.64
2018-06-30 $2.1M 17k 121.36
2018-03-31 $2.6M 21k 119.96
2017-12-31 $2.6M 21k 124.32
2017-09-30 $2.5M 21k 118.52
2017-06-30 $2.3M 20k 116.43
2017-03-31 $2.2M 19k 114.94
2016-12-31 $2.1M 19k 112.05
2016-09-30 $2.0M 19k 105.64
2016-06-30 $1.9M 19k 103.21
2016-03-31 $1.8M 19k 98.83
2015-12-31 $1.8M 18k 97.87
2015-09-30 $1.7M 18k 93.26
2015-06-30 $1.8M 17k 103.14
2015-03-31 $1.7M 17k 103.09
2014-12-31 $788k 7.6k 104.34
2014-09-30 $753k 7.5k 100.05
2014-06-30 $758k 7.5k 101.30
2014-03-31 $738k 7.6k 96.48
2013-12-31 $706k 7.5k 94.17

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Asset Management

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
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index