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iShares Russell 1000 Value Index shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 181k 189.80
2024-06-30 $32M 183k 174.47
2024-03-31 $36M 202k 179.11
2023-12-31 $32M 195k 165.25
2023-09-30 $21M 137k 151.82
2023-06-30 $23M 142k 157.83
2023-03-31 $23M 150k 152.26
2022-12-31 $23M 155k 151.65
2022-09-30 $12M 87k 135.99
2022-06-30 $7.0M 49k 144.96
2022-03-31 $3.5M 21k 165.99
2021-12-31 $2.9M 17k 167.95
2021-09-30 $2.5M 16k 156.49
2021-06-30 $2.6M 17k 158.65
2021-03-31 $2.5M 16k 151.57
2020-12-31 $2.1M 16k 136.72
2020-09-30 $1.8M 15k 118.11
2020-06-30 $1.7M 15k 112.64
2020-03-31 $2.1M 21k 99.20
2019-12-31 $3.8M 28k 136.47
2019-09-30 $3.5M 28k 128.28
2019-06-30 $3.4M 27k 127.21
2019-03-31 $2.7M 22k 123.51
2018-12-31 $2.4M 21k 111.04
2018-09-30 $2.9M 23k 126.62
2018-06-30 $2.7M 22k 121.38
2018-03-31 $2.6M 22k 119.95
2017-12-31 $2.9M 23k 124.33
2017-09-30 $2.7M 23k 118.51
2017-06-30 $2.7M 23k 116.43
2017-03-31 $2.8M 24k 114.95
2016-12-31 $2.7M 24k 112.04
2016-09-30 $2.5M 23k 105.64
2016-06-30 $2.4M 24k 103.22
2016-03-31 $2.5M 25k 98.80
2015-12-31 $2.5M 25k 97.85
2015-09-30 $2.4M 26k 93.30
2015-06-30 $2.7M 26k 103.07

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission 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
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index