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iShares Russell 1000 Value Index shares owned by Edge Advisors

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

Historical chart of Edge 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 Edge 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 Edge Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $5.3M 44k 121.36
2018-03-31 $5.4M 45k 119.94
2017-12-31 $5.5M 45k 124.33
2017-09-30 $5.3M 45k 118.49
2017-06-30 $5.6M 48k 116.43
2017-03-31 $5.3M 46k 114.93
2016-12-31 $5.4M 48k 112.02

More positions owned by Edge Advisors

Vanguard High Dividend Yield ETF (VYM)
Spdr S&p 500 Etf (SPY)
Coca-Cola Company (KO)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Microsoft Corporation (MSFT)
iShares Russell 1000 Growth Index (IWF)
Cisco Systems (CSCO)
BP (BP)
Enterprise Products Partners (EPD)
Royal Dutch Shell
iShares Russell 2000 Index (IWM)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)

View all positions for Edge Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index