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iShares Russell 1000 Value Index shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.7k 189.76
2024-06-30 $304k 1.7k 174.43
2024-03-31 $312k 1.7k 179.07
2023-12-31 $288k 1.7k 165.21
2023-09-30 $263k 1.7k 151.79
2023-06-30 $258k 1.6k 157.79
2023-03-31 $248k 1.6k 152.22
2022-12-31 $244k 1.6k 151.61
2022-09-30 $219k 1.6k 136.02
2022-06-30 $233k 1.6k 144.72
2022-03-31 $285k 1.7k 165.79
2021-12-31 $276k 1.6k 167.88
2021-09-30 $258k 1.6k 156.74
2021-06-30 $260k 1.6k 158.54
2021-03-31 $251k 1.7k 151.57
2020-12-31 $770k 5.6k 136.77
2020-09-30 $343k 2.9k 118.15
2020-06-30 $327k 2.9k 112.60
2020-03-31 $286k 2.9k 99.31
2019-12-31 $396k 2.9k 136.46
2019-09-30 $359k 2.8k 128.26
2019-06-30 $355k 2.8k 127.06
2019-03-31 $370k 3.0k 123.33
2018-12-31 $333k 3.0k 111.00
2018-09-30 $381k 3.0k 126.58
2018-06-30 $309k 2.5k 121.22
2018-03-31 $306k 2.5k 120.05
2017-12-31 $317k 2.5k 124.36
2017-09-30 $352k 3.0k 118.44
2017-06-30 $345k 3.0k 116.12
2017-03-31 $342k 3.0k 115.07
2016-12-31 $333k 3.0k 112.05
2016-09-30 $379k 3.6k 105.37
2016-06-30 $371k 3.6k 103.20
2016-03-31 $355k 3.6k 98.75
2015-12-31 $352k 3.6k 97.94
2015-09-30 $335k 3.6k 93.24
2015-06-30 $371k 3.6k 103.26
2015-03-31 $370k 3.6k 102.98
2014-12-31 $375k 3.6k 104.37

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Lam Research Corporation (LRCX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Wealth Architects

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index