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iShares Russell 1000 Value Index shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 73k 203.59
2025-06-30 $15M 76k 194.23
2025-03-31 $13M 68k 188.16
2024-12-31 $11M 61k 185.13
2024-09-30 $12M 61k 189.80
2024-06-30 $11M 61k 174.47
2024-03-31 $11M 63k 179.11
2023-12-31 $10M 63k 165.25
2023-09-30 $9.5M 63k 151.82
2023-06-30 $10M 63k 157.83
2023-03-31 $9.6M 63k 152.26
2022-12-31 $9.9M 65k 151.65
2022-09-30 $9.1M 67k 136.00
2022-06-30 $9.7M 67k 144.98
2022-03-31 $11M 67k 165.99
2021-12-31 $11M 68k 167.93
2021-09-30 $12M 75k 156.51
2021-06-30 $12M 75k 158.62
2021-03-31 $11M 75k 151.55
2020-12-31 $10M 75k 136.73
2020-09-30 $8.9M 76k 118.13
2020-06-30 $9.3M 83k 112.63
2020-03-31 $7.6M 77k 99.18
2019-12-31 $11M 77k 136.48
2019-09-30 $9.9M 77k 128.25
2019-06-30 $9.6M 75k 127.22
2019-03-31 $13M 108k 123.49
2018-12-31 $12M 110k 111.05
2018-09-30 $14M 118k 121.07
2018-06-30 $12M 95k 122.11
2018-03-31 $13M 105k 120.14
2017-12-31 $16M 125k 124.34

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index