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iShares Russell 1000 Value Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 11k 189.79
2024-06-30 $1.9M 11k 174.46
2024-03-31 $2.0M 11k 179.10
2023-12-31 $2.0M 12k 165.24
2023-09-30 $1.8M 12k 151.81
2023-06-30 $1.9M 12k 157.82
2023-03-31 $1.9M 12k 152.25
2022-12-31 $1.9M 12k 151.64
2022-09-30 $1.7M 12k 135.99
2022-06-30 $1.8M 12k 145.00
2022-03-31 $2.1M 13k 165.99
2021-12-31 $2.1M 13k 167.90
2021-09-30 $2.0M 13k 156.47
2021-06-30 $2.0M 13k 158.62
2021-03-31 $1.9M 13k 151.57
2020-12-31 $1.8M 13k 136.70
2020-09-30 $1.5M 13k 118.09
2020-06-30 $1.6M 14k 112.59
2020-03-31 $1.4M 15k 94.51
2019-12-31 $2.0M 15k 136.45
2019-09-30 $1.9M 15k 128.29
2019-06-30 $1.9M 15k 128.22
2019-03-31 $1.9M 15k 124.88
2018-12-31 $1.7M 15k 111.08
2018-09-30 $1.9M 15k 127.05
2018-06-30 $1.9M 16k 121.30
2018-03-31 $1.9M 16k 118.52
2017-12-31 $1.9M 15k 126.26
2017-09-30 $1.7M 15k 118.50
2017-06-30 $1.7M 15k 117.22
2017-03-31 $1.7M 15k 113.14
2016-12-31 $1.7M 15k 112.96
2016-09-30 $1.6M 15k 104.07
2016-06-30 $1.6M 15k 105.56
2016-03-31 $1.5M 15k 99.26
2015-12-31 $1.4M 15k 90.50
2015-09-30 $1.5M 15k 96.74
2015-06-30 $1.6M 15k 103.77
2015-03-31 $1.6M 16k 104.67
2014-12-31 $1.6M 16k 102.67
2014-09-30 $1.6M 17k 96.63
2014-06-30 $1.7M 17k 100.86
2014-03-31 $1.6M 17k 96.33
2013-12-31 $1.6M 17k 93.47
2013-09-30 $1.5M 17k 86.61
2013-06-30 $1.5M 17k 87.08
2012-09-30 $1.3M 18k 72.33
2012-06-30 $1.2M 18k 68.13
2012-03-31 $1.3M 18k 69.83
2011-09-30 $1.1M 19k 56.61
2011-06-30 $1.3M 19k 67.20
2011-03-31 $1.3M 19k 68.67

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
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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