Personal Resources Investment & Strategic Management »

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
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

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic 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