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iShares Russell 1000 Value Index shares owned by True Link Financial Advisors

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

Historical chart of True Link 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 True Link 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $336k 1.9k 179.11
2023-12-31 $310k 1.9k 165.25
2023-09-30 $282k 1.9k 151.82
2023-06-30 $283k 1.8k 157.83
2023-03-31 $293k 1.9k 152.26
2022-12-31 $272k 1.8k 151.65
2022-09-30 $252k 1.9k 136.07
2022-06-30 $268k 1.9k 144.71
2022-03-31 $307k 1.9k 165.77
2021-12-31 $61k 364 167.58
2021-09-30 $68k 432 157.41
2021-06-30 $69k 432 159.72
2021-03-31 $80k 528 151.52
2020-12-31 $72k 528 136.36

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
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

View all funds holding iShares Russell 1000 Value Index