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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
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 Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Architects

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index