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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
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)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

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