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iShares Russell 1000 Value Index shares owned by Annis Gardner Whiting Capital Advisors

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

Historical chart of Annis Gardner Whiting Capital 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 Annis Gardner Whiting Capital 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 Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $105k 638 165.25
2023-09-30 $98k 638 152.81

More positions owned by Annis Gardner Whiting Capital Advisors

Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Brp Group Com Cl A (BRP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Progressive Corporation (PGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Annis Gardner Whiting Capital Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index