iShares Russell 1000 Value Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $653k | 3.2k | 203.56 |
| 2025-06-30 | $624k | 3.2k | 194.26 |
| 2025-03-31 | $610k | 3.2k | 188.18 |
| 2024-12-31 | $580k | 3.1k | 185.15 |
| 2024-09-30 | $598k | 3.1k | 189.79 |
| 2024-06-30 | $551k | 3.2k | 174.48 |
| 2024-03-31 | $565k | 3.2k | 179.13 |
| 2023-12-31 | $521k | 3.2k | 165.27 |
| 2023-09-30 | $478k | 3.1k | 151.80 |
| 2023-06-30 | $497k | 3.1k | 157.81 |
| 2023-03-31 | $479k | 3.1k | 152.25 |
| 2022-12-31 | $476k | 3.1k | 151.67 |
| 2022-09-30 | $425k | 3.1k | 136.09 |
| 2022-06-30 | $453k | 3.1k | 145.05 |
| 2022-03-31 | $493k | 3.1k | 157.96 |
| 2021-12-31 | $511k | 3.0k | 167.76 |
| 2021-09-30 | $409k | 2.6k | 156.53 |
| 2021-06-30 | $414k | 2.6k | 158.44 |
| 2021-03-31 | $404k | 2.6k | 154.61 |
| 2020-12-31 | $365k | 2.6k | 140.76 |
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