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iShares Russell 1000 Value Index shares owned by TPG Financial Advisors

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

Historical chart of TPG 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 TPG 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 TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 20k 165.77
2023-09-30 $3.2M 21k 151.82
2023-06-30 $3.1M 20k 157.83
2023-03-31 $2.4M 16k 152.26
2022-12-31 $2.4M 16k 151.65
2022-09-30 $2.6M 19k 135.98

More positions owned by TPG Financial Advisors

J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Cre U S Reit Etf (USRT)
Ab Active Etfs High Yield Etf (HYFI)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for TPG Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index