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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
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)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic 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