iShares Russell 1000 Value Index shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $1.6M | 14k | 116.44 |
| 2017-03-31 | $1.3M | 12k | 114.91 |
| 2016-12-31 | $860k | 7.7k | 112.07 |
| 2016-09-30 | $561k | 5.3k | 105.69 |
| 2016-06-30 | $318k | 3.1k | 103.38 |
| 2016-03-31 | $225k | 2.3k | 98.86 |
| 2015-12-31 | $58k | 596 | 97.32 |
| 2015-09-30 | $35k | 375 | 93.33 |
| 2015-06-30 | $20k | 197 | 101.52 |
| 2015-03-31 | $24k | 233 | 103.00 |
| 2014-09-30 | $3.0k | 30 | 100.00 |
| 2014-06-30 | $3.0k | 30 | 100.00 |
| 2014-03-31 | $24k | 245 | 97.96 |
| 2013-12-31 | $172k | 1.8k | 94.14 |
| 2013-09-30 | $184k | 2.1k | 86.26 |
| 2013-06-30 | $184k | 2.2k | 83.64 |
| 2013-03-31 | $159k | 2.0k | 81.29 |
| 2012-06-30 | $157k | 2.3k | 68.23 |
| 2012-03-31 | $48k | 692 | 69.36 |
| 2011-12-31 | $56k | 889 | 62.99 |
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