Ownership history in FC Advisory LLC · 38 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in iShares Russell 1000 Value Index Fd (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 21,120 | -802 | -3.7% | 1.28% | $4.4M | $209.54 |
| 2025 Q3 | REDUCED | 21,922 | -67 | -0.3% | 1.31% | $4.5M | $201.84 |
| 2025 Q2 | REDUCED | 21,989 | -46 | -0.2% | 1.32% | $4.3M | $191.71 |
| 2025 Q1 | REDUCED | 22,035 | -15 | -0.1% | 1.40% | $4.1M | $184.90 |
| 2024 Q4 | REDUCED | 22,050 | -609 | -2.7% | 1.37% | $4.1M | $181.15 |
| 2024 Q3 | ADDED | 22,659 | +104 | +0.5% | 1.45% | $4.3M | $184.76 |
| 2024 Q2 | REDUCED | 22,555 | -281 | -1.2% | 1.44% | $3.9M | $168.92 |
| 2024 Q1 | REDUCED | 22,836 | -1,015 | -4.3% | 1.51% | $4.1M | $172.73 |
| 2023 Q4 | REDUCED | 23,851 | -2,108 | -8.1% | 1.52% | $3.9M | $158.67 |
| 2023 Q3 | REDUCED | 25,959 | -1,206 | -4.4% | 1.66% | $3.9M | $144.92 |
As of 2025 Q4 — sorted by position size