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iShares Russell 1000 Value Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 22k 179.11
2023-12-31 $3.3M 20k 165.25
2023-09-30 $2.7M 18k 151.82
2023-06-30 $2.9M 18k 157.83
2023-03-31 $2.9M 19k 152.26
2022-12-31 $2.8M 18k 151.65
2022-09-30 $3.5M 26k 135.99
2022-06-30 $2.6M 18k 144.97
2022-03-31 $2.8M 17k 166.00
2021-12-31 $3.0M 18k 167.93
2021-09-30 $3.2M 20k 156.53
2021-06-30 $3.5M 22k 158.63
2021-03-31 $3.2M 21k 151.54
2020-12-31 $6.5M 48k 136.72
2020-09-30 $6.1M 52k 118.13
2020-06-30 $5.2M 46k 112.62
2020-03-31 $3.8M 38k 99.17
2019-12-31 $4.6M 34k 136.50
2019-09-30 $3.8M 30k 128.28
2019-06-30 $3.6M 29k 127.23
2019-03-31 $3.4M 28k 123.49
2018-12-31 $3.0M 27k 111.05
2018-09-30 $3.7M 29k 126.63
2018-06-30 $3.7M 31k 121.37
2018-03-31 $3.4M 29k 119.97
2017-12-31 $2.8M 23k 124.32
2017-09-30 $2.7M 23k 118.50
2017-06-30 $748k 6.4k 116.44
2017-03-31 $712k 6.2k 114.91
2016-12-31 $688k 6.1k 112.00
2016-09-30 $637k 6.0k 105.60
2016-06-30 $624k 6.0k 103.26

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

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
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index