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iShares Russell 1000 Value Index shares owned by Financial Advisory Service

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Financial Advisory Service from 13F filings

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 11k 165.25
2023-09-30 $1.8M 12k 151.82
2023-06-30 $1.9M 12k 157.83
2023-03-31 $1.8M 12k 152.26
2022-12-31 $1.7M 11k 151.64
2022-09-30 $1.6M 11k 136.02
2022-06-30 $1.5M 10k 144.95
2022-03-31 $1.7M 10k 165.95
2021-12-31 $1.7M 10k 167.97
2021-09-30 $1.6M 10k 156.52
2021-06-30 $1.6M 10k 158.63
2021-03-31 $1.5M 9.9k 151.55
2020-12-31 $1.4M 10k 136.70
2020-09-30 $1.2M 10k 118.11
2020-06-30 $1.2M 10k 112.62
2020-03-31 $1.0M 10k 99.16
2019-12-31 $2.2M 16k 136.50
2019-09-30 $2.0M 16k 128.28
2019-06-30 $2.0M 16k 127.21
2019-03-31 $1.8M 15k 123.51
2018-12-31 $1.6M 15k 111.02
2018-09-30 $330k 2.6k 126.63
2018-06-30 $316k 2.6k 121.26
2018-03-31 $313k 2.6k 120.11
2017-12-31 $324k 2.6k 124.23
2017-09-30 $309k 2.6k 118.48
2017-06-30 $304k 2.6k 116.56
2017-03-31 $300k 2.6k 115.03
2016-12-31 $292k 2.6k 111.96
2016-09-30 $275k 2.6k 105.44
2016-06-30 $269k 2.6k 103.14
2016-03-31 $263k 2.7k 98.72
2015-12-31 $261k 2.7k 97.97
2015-09-30 $248k 2.7k 93.09
2015-06-30 $275k 2.7k 103.23
2015-03-31 $275k 2.7k 103.23
2014-12-31 $278k 2.7k 104.32
2014-09-30 $328k 3.3k 99.97

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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