Holistic Financial Partners »

iShares Russell 1000 Value Index shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners 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 Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 21k 174.47
2024-03-31 $3.8M 21k 179.11
2023-12-31 $3.6M 22k 165.25
2023-09-30 $3.3M 22k 151.82
2023-06-30 $3.4M 22k 157.83
2023-03-31 $3.3M 22k 152.26
2022-12-31 $3.4M 23k 151.65
2022-09-30 $3.1M 23k 136.01
2022-06-30 $3.3M 23k 144.95
2022-03-31 $3.9M 23k 165.99
2021-12-31 $3.9M 23k 167.91
2021-09-30 $3.7M 23k 156.50
2021-06-30 $3.7M 24k 158.62
2021-03-31 $3.7M 24k 151.55
2020-12-31 $3.4M 25k 136.75
2020-09-30 $2.9M 25k 118.04
2020-06-30 $2.9M 26k 112.62
2020-03-31 $2.6M 26k 99.16
2019-12-31 $3.7M 27k 136.47
2019-09-30 $3.5M 28k 128.28
2019-06-30 $3.6M 29k 127.22
2019-03-31 $3.6M 29k 123.50
2018-12-31 $3.4M 31k 111.05
2018-09-30 $3.9M 31k 126.62
2018-06-30 $3.8M 32k 121.38
2018-03-31 $4.2M 35k 119.95
2017-12-31 $4.5M 37k 124.34

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf
First Tr Value Line Divid In SHS (FVD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Holistic Financial Partners

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index