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iShares Russell 1000 Value Index shares owned by Carroll Financial Associates

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

Historical chart of Carroll Financial Associates 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 Carroll Financial Associates 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $2.3M 14k 167.37
2021-09-30 $2.0M 13k 156.45
2021-06-30 $1.9M 12k 158.59
2021-03-31 $1.9M 12k 151.50
2020-12-31 $1.7M 12k 136.70
2020-09-30 $1.5M 13k 118.08
2020-06-30 $1.5M 13k 112.60
2020-03-31 $1.3M 13k 99.11
2019-12-31 $1.9M 14k 136.42
2019-09-30 $1.8M 14k 128.23
2019-06-30 $1.7M 14k 127.17
2019-03-31 $1.1M 8.7k 123.41
2018-12-31 $589k 5.2k 112.84
2018-09-30 $391k 3.1k 126.33
2018-06-30 $394k 3.3k 121.23
2018-03-31 $389k 3.3k 119.69
2017-12-31 $404k 3.3k 124.31
2017-09-30 $299k 2.5k 120.03
2017-06-30 $331k 2.8k 116.30
2017-03-31 $292k 2.5k 114.92
2016-12-31 $284k 2.5k 111.77
2016-09-30 $258k 2.5k 105.31
2016-06-30 $15k 147 102.04
2016-03-31 $14k 147 95.24
2015-12-31 $117k 1.2k 97.58
2015-09-30 $124k 1.3k 97.64
2015-06-30 $124k 1.2k 103.42
2015-03-31 $131k 1.3k 103.15
2014-12-31 $15k 147 102.04
2014-06-30 $107k 1.1k 101.71
2014-03-31 $102k 1.1k 96.96
2013-12-31 $99k 1.1k 94.11
2013-09-30 $90k 1.1k 85.55

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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