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iShares Russell 1000 Value Index shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.2M 45k 135.99
2022-06-30 $8.1M 55k 146.21
2022-03-31 $9.0M 54k 165.89
2021-12-31 $7.7M 46k 168.26
2021-09-30 $7.7M 50k 156.51
2021-06-30 $8.0M 50k 158.61
2021-03-31 $9.1M 60k 151.56
2020-12-31 $8.4M 62k 136.74
2020-06-30 $5.8M 52k 112.61
2020-03-31 $10M 106k 95.35
2019-12-31 $15M 109k 136.58
2019-09-30 $14M 107k 126.71
2019-06-30 $14M 111k 127.72
2019-03-31 $20M 159k 124.55
2018-12-31 $23M 205k 114.17
2018-09-30 $26M 208k 126.62
2018-06-30 $5.1M 42k 121.36
2018-03-31 $45M 372k 119.96
2017-12-31 $28M 236k 118.51
2017-09-30 $28M 236k 118.51
2017-06-30 $5.3M 45k 116.41
2017-03-31 $1.8M 16k 114.95
2016-12-31 $32M 283k 112.03
2016-09-30 $30M 280k 105.62
2016-06-30 $32M 305k 103.23
2016-03-31 $6.6M 67k 98.80
2015-09-30 $14M 150k 93.28
2015-06-30 $9.2M 89k 103.15
2015-03-31 $7.4M 72k 103.08
2014-12-31 $8.2M 79k 104.40
2014-09-30 $8.0M 80k 100.09
2014-06-30 $7.2M 71k 101.27

More positions owned by Strategic Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index