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iShares Russell 1000 Value Index shares owned by Merriman Wealth Management

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 1.5k 189.76
2024-06-30 $372k 2.1k 174.50
2024-03-31 $289k 1.6k 179.13
2023-09-30 $246k 1.6k 152.75
2023-06-30 $244k 1.5k 157.84
2023-03-31 $237k 1.6k 152.25
2022-12-31 $220k 1.5k 151.60
2022-06-30 $210k 1.4k 144.93
2022-03-31 $280k 1.7k 165.68
2021-12-31 $284k 1.7k 168.15
2021-09-30 $279k 1.8k 156.48
2021-06-30 $283k 1.8k 158.72
2021-03-31 $253k 1.7k 151.86
2020-12-31 $370k 2.7k 136.99
2020-09-30 $411k 3.5k 118.17
2020-06-30 $369k 3.3k 112.64
2020-03-31 $478k 4.8k 99.23
2019-12-31 $763k 5.6k 136.42
2019-09-30 $546k 4.3k 128.26
2019-06-30 $5.5M 4.3k 1282.26
2019-03-31 $517k 4.2k 123.51
2018-12-31 $464k 4.1k 112.24
2018-09-30 $572k 4.5k 126.60
2018-06-30 $623k 5.1k 121.37
2018-03-31 $1.0M 8.4k 119.97
2017-12-31 $1.1M 8.8k 124.32
2017-09-30 $1.3M 11k 118.54
2017-06-30 $387k 3.3k 116.57
2017-03-31 $6.8M 60k 114.95
2016-12-31 $6.7M 59k 112.83
2016-09-30 $6.3M 60k 105.62
2016-06-30 $360k 3.5k 103.36

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth 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