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iShares Russell 1000 Value Index shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 25k 165.25
2023-09-30 $3.8M 25k 151.82
2023-06-30 $4.0M 26k 157.83
2023-03-31 $3.9M 25k 152.26
2022-12-31 $4.0M 26k 151.65
2022-09-30 $3.6M 27k 135.99
2022-06-30 $4.0M 28k 144.97
2022-03-31 $4.6M 28k 165.98
2021-12-31 $4.6M 27k 167.94
2021-09-30 $4.3M 27k 156.52
2021-06-30 $4.3M 27k 158.61
2021-03-31 $4.1M 27k 151.54
2020-12-31 $3.8M 28k 136.75
2020-09-30 $3.3M 28k 118.11
2020-06-30 $4.0M 35k 112.63
2020-03-31 $3.3M 34k 99.19
2019-12-31 $4.5M 33k 136.50
2019-09-30 $4.2M 33k 128.27
2019-06-30 $4.3M 34k 127.23
2019-03-31 $4.3M 35k 123.50
2018-12-31 $3.8M 34k 111.05
2018-09-30 $2.5M 19k 126.60
2018-06-30 $2.3M 19k 121.40
2018-03-31 $2.3M 19k 119.96
2017-12-31 $2.5M 20k 124.34

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Reit Index Etf Etf (VNQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)

View all positions for SJA Financial Advisory

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