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
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Quarterly reported holdings in iShares Russell 1000 Value Index by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 205.09 |
| 2025-06-30 | $4.6M | 23k | 199.08 |
| 2025-03-31 | $4.2M | 23k | 180.43 |
| 2024-12-31 | $4.7M | 25k | 190.13 |
| 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 |
Top funds holding iShares Russell 1000 Value Index
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