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iShares Russell 1000 Value Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 326k 189.80
2024-06-30 $57M 329k 174.48
2024-03-31 $59M 327k 179.10
2023-12-31 $55M 332k 165.24
2023-09-30 $52M 341k 151.73
2023-06-30 $54M 337k 158.86
2023-03-31 $52M 339k 152.26
2022-12-31 $8.8M 334k 26.44
2022-09-30 $43M 314k 135.99
2022-06-30 $52M 358k 144.97
2022-03-31 $64M 382k 167.93
2021-12-31 $64M 382k 167.93
2021-09-30 $74M 470k 156.51
2021-06-30 $58M 364k 158.62
2021-03-31 $56M 369k 151.55
2020-12-31 $52M 377k 136.73
2020-09-30 $43M 367k 116.30
2020-06-30 $41M 360k 112.62
2020-03-31 $37M 374k 99.18
2019-12-31 $48M 353k 136.48
2019-09-30 $45M 353k 128.64
2019-06-30 $31M 245k 127.22
2019-03-31 $30M 245k 123.50
2018-12-31 $27M 247k 111.03
2018-09-30 $25M 197k 126.62
2018-06-30 $12M 103k 121.33
2018-03-31 $14M 117k 119.96
2017-12-31 $15M 117k 124.93
2017-09-30 $23M 193k 119.51
2017-06-30 $22M 190k 115.46
2017-03-31 $21M 231k 88.65
2016-12-31 $18M 162k 112.97
2016-09-30 $16M 155k 104.73
2016-06-30 $16M 158k 103.62
2016-03-31 $16M 164k 100.09
2015-12-31 $12M 125k 97.86
2015-09-30 $10M 110k 93.28
2015-06-30 $12M 116k 103.15
2015-03-31 $8.3M 81k 103.08
2014-12-31 $8.1M 78k 103.54
2014-09-30 $7.7M 77k 100.10
2014-06-30 $6.2M 61k 101.28
2014-03-31 $5.9M 61k 96.50
2013-12-31 $5.8M 62k 94.18

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index