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iShares Russell 1000 Value Index shares owned by IFP Advisors

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

Historical chart of IFP Advisors 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 IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 11k 203.59
2025-06-30 $3.4M 18k 194.23
2025-03-31 $2.9M 15k 188.17
2024-12-31 $3.6M 19k 185.13
2024-09-30 $1.4M 7.5k 189.77
2024-06-30 $1.3M 7.2k 174.46
2024-03-31 $864k 4.8k 179.12
2023-12-31 $810k 4.9k 165.24
2023-09-30 $857k 5.6k 151.82
2023-06-30 $685k 5.6k 121.99
2023-03-31 $736k 6.0k 121.99
2022-12-31 $1.1M 9.2k 121.67
2022-09-30 $1.1M 9.3k 121.90
2022-06-30 $19k 155 122.58
2022-03-31 $659k 5.4k 121.72
2021-12-31 $535k 3.2k 168.45
2021-09-30 $1.3M 8.1k 156.61
2021-06-30 $1.2M 7.7k 158.92
2021-03-31 $894k 5.9k 151.96
2020-12-31 $567k 4.1k 136.66
2020-09-30 $539k 4.6k 117.97
2020-06-30 $424k 3.8k 111.46
2020-03-31 $298k 3.0k 100.98
2019-12-31 $595k 4.4k 136.59
2019-09-30 $669k 5.2k 127.92
2019-03-31 $976k 7.9k 123.22
2018-12-31 $1.8M 16k 110.08
2018-09-30 $12M 98k 126.62
2018-06-30 $12M 96k 121.38
2018-03-31 $11M 87k 124.34
2017-12-31 $11M 87k 124.34
2017-09-30 $10M 87k 118.51
2017-06-30 $10M 87k 116.43
2017-03-31 $9.8M 85k 114.94
2016-12-31 $9.6M 86k 112.02
2016-09-30 $8.9M 84k 105.62
2016-06-30 $8.8M 86k 103.23
2016-03-31 $8.3M 84k 98.81
2015-12-31 $9.8M 100k 97.86