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iShares Russell 1000 Value Index shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.4M 20k 174.47
2024-03-31 $3.7M 20k 179.11
2023-09-30 $3.3M 21k 151.82
2023-06-30 $3.4M 21k 157.83
2023-03-31 $3.4M 22k 152.26
2022-12-31 $3.6M 24k 151.65
2022-09-30 $3.2M 24k 136.00
2022-06-30 $3.5M 24k 144.96
2022-03-31 $4.0M 24k 165.99
2021-12-31 $4.4M 26k 167.94
2021-09-30 $3.7M 24k 156.50
2021-06-30 $3.7M 24k 158.62
2021-03-31 $2.3M 24k 99.17
2020-12-31 $3.2M 24k 136.72
2020-09-30 $2.8M 24k 118.12
2020-06-30 $2.7M 24k 112.61
2020-03-31 $2.3M 24k 99.17

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

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