iShares Russell 1000 Value Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 121k | 203.59 |
| 2025-06-30 | $24M | 124k | 194.23 |
| 2025-03-31 | $23M | 119k | 188.16 |
| 2024-12-31 | $21M | 116k | 185.13 |
| 2024-09-30 | $21M | 113k | 189.80 |
| 2024-06-30 | $19M | 109k | 174.47 |
| 2024-03-31 | $19M | 105k | 179.11 |
| 2023-12-31 | $16M | 99k | 165.25 |
| 2023-09-30 | $15M | 96k | 151.82 |
| 2023-06-30 | $15M | 95k | 157.83 |
| 2023-03-31 | $14M | 91k | 152.26 |
| 2022-12-31 | $13M | 86k | 151.65 |
| 2022-09-30 | $11M | 82k | 135.99 |
| 2022-06-30 | $11M | 75k | 144.97 |
| 2022-03-31 | $7.9M | 48k | 165.97 |
| 2021-12-31 | $6.7M | 40k | 167.93 |
| 2021-09-30 | $5.8M | 37k | 156.51 |
| 2021-06-30 | $5.4M | 34k | 158.63 |
| 2021-03-31 | $258k | 1.7k | 151.50 |
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