Mutual Advisors »

iShares Russell 1000 Value Index shares owned by Mutual Advisors

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

Historical chart of Mutual 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 Mutual Advisors 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 24k 190.54
2024-06-30 $4.8M 27k 181.94
2024-03-31 $4.8M 27k 179.11
2023-12-31 $4.5M 27k 165.25
2023-09-30 $4.1M 27k 151.82
2023-06-30 $4.0M 26k 157.83
2023-03-31 $3.4M 23k 152.26
2022-12-31 $3.7M 25k 151.65
2022-09-30 $3.5M 26k 135.97
2022-06-30 $3.7M 25k 144.99
2022-03-31 $4.3M 26k 165.97
2021-12-31 $4.2M 25k 167.94
2021-09-30 $3.7M 24k 156.53
2021-06-30 $3.2M 20k 158.61
2021-03-31 $3.0M 20k 151.53
2020-12-31 $2.8M 20k 136.75
2020-09-30 $2.4M 20k 118.14
2020-06-30 $2.4M 21k 112.63
2020-03-31 $2.1M 21k 99.16
2019-12-31 $3.3M 25k 136.50
2019-09-30 $602k 4.7k 128.22
2019-06-30 $804k 6.3k 127.20
2019-03-31 $559k 4.5k 123.56
2018-12-31 $423k 3.8k 111.02
2018-09-30 $470k 3.7k 126.75
2018-06-30 $443k 3.6k 121.44
2018-03-31 $387k 3.2k 120.07
2017-12-31 $346k 2.8k 124.37