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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
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 $66M 395k 165.98
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

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View all positions for Private Advisor

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