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iShares Russell 1000 Value Index shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial Advisors 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 Pure Financial Advisors 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 8.4k 189.81
2024-06-30 $1.6M 9.0k 174.46
2024-03-31 $1.7M 9.6k 179.10
2023-12-31 $1.5M 9.2k 165.26
2023-09-30 $1.3M 8.8k 151.83
2023-06-30 $1.3M 8.4k 157.82
2023-03-31 $1.3M 8.3k 152.25
2022-12-31 $1.3M 8.3k 151.65
2022-09-30 $866k 6.4k 135.95
2022-06-30 $1.1M 7.7k 144.97
2022-03-31 $824k 5.0k 166.06
2021-12-31 $681k 4.1k 167.82
2021-09-30 $640k 4.1k 156.40
2021-06-30 $627k 4.0k 158.65
2021-03-31 $587k 3.9k 151.56
2020-12-31 $568k 4.2k 136.64
2020-09-30 $511k 4.3k 118.01
2020-06-30 $475k 4.2k 112.67
2020-03-31 $390k 3.9k 99.11
2019-12-31 $550k 4.0k 136.41
2019-09-30 $540k 4.2k 128.27
2019-06-30 $562k 4.4k 127.18
2019-03-31 $554k 4.5k 123.41
2018-12-31 $506k 4.6k 111.14
2018-09-30 $636k 5.0k 126.67
2018-06-30 $678k 5.6k 121.46
2018-03-31 $668k 5.6k 119.99
2017-12-31 $792k 6.4k 124.37
2017-09-30 $1.0M 8.8k 118.53
2017-06-30 $1.0M 9.0k 116.41
2017-03-31 $1.0M 8.9k 114.92
2016-12-31 $964k 8.6k 111.98
2016-09-30 $954k 9.0k 105.60
2016-06-30 $950k 9.2k 103.28
2016-03-31 $935k 9.4k 99.28
2015-12-31 $1.0M 11k 97.82
2015-09-30 $1.0M 11k 93.32
2015-06-30 $854k 8.3k 103.20
2015-03-31 $903k 8.8k 103.07
2014-12-31 $1.0M 9.9k 104.38
2014-09-30 $994k 9.9k 100.07
2014-06-30 $1.3M 13k 101.26
2014-03-31 $1.4M 14k 95.56
2013-12-31 $1.4M 15k 94.19
2013-09-30 $1.3M 15k 86.17
2013-06-30 $1.4M 17k 83.81
2013-03-31 $1.5M 19k 81.17
2012-12-31 $1.5M 20k 72.83

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)

View all positions for Pure Financial Advisors

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
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index