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iShares Russell 1000 Value Index shares owned by Advisors Capital Management

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

Historical chart of Advisors Capital Management 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 Advisors Capital Management 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 Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $914k 5.5k 165.22
2023-09-30 $806k 5.3k 151.79
2023-06-30 $854k 5.4k 157.86
2023-03-31 $351k 2.3k 152.34
2022-12-31 $350k 2.3k 151.58
2022-09-30 $428k 2.8k 154.29
2022-06-30 $376k 2.6k 145.06
2022-03-31 $404k 2.4k 166.19
2015-12-31 $493k 5.0k 97.95
2015-09-30 $220k 2.4k 93.14