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iShares Russell 1000 Value Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private 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 TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 165k 165.25
2023-09-30 $23M 149k 151.82
2023-06-30 $23M 148k 157.83
2023-03-31 $28M 181k 152.26
2022-12-31 $38M 249k 151.65
2022-09-30 $33M 242k 135.99
2022-06-30 $34M 234k 144.97
2022-03-31 $38M 233k 162.00
2021-12-31 $38M 224k 167.93
2021-09-30 $34M 219k 156.51
2021-06-30 $35M 221k 158.62
2021-03-31 $34M 222k 151.55
2020-12-31 $19M 140k 136.72
2020-09-30 $17M 142k 118.13
2020-06-30 $7.8M 69k 112.61
2020-03-31 $6.9M 70k 99.17
2019-12-31 $630k 4.6k 136.45
2019-09-30 $592k 4.6k 128.25
2019-06-30 $587k 4.6k 127.19
2019-03-31 $570k 4.6k 123.43
2018-12-31 $2.1M 19k 111.05
2018-09-30 $602k 4.7k 127.41
2018-06-30 $529k 4.4k 121.19
2018-03-31 $477k 4.0k 119.88
2017-12-31 $497k 4.0k 124.19
2017-09-30 $474k 4.0k 118.47
2017-06-30 $465k 4.0k 116.25
2017-03-31 $458k 4.0k 114.50
2016-12-31 $455k 4.0k 112.40
2016-09-30 $422k 4.1k 104.07
2016-06-30 $423k 4.1k 103.02