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iShares Russell 1000 Value Index shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $918k 5.1k 179.10
2023-09-30 $758k 5.0k 151.83
2023-06-30 $770k 4.9k 157.85
2023-03-31 $737k 4.8k 152.25
2022-12-31 $1.6M 10k 151.64
2022-09-30 $663k 4.9k 135.86
2022-06-30 $712k 4.9k 144.86
2022-03-31 $865k 5.2k 167.83
2021-12-31 $865k 5.2k 167.83

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Qualcomm (QCOM)
Home Depot (HD)
Abbvie (ABBV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
Pepsi (PEP)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Johnson & Johnson (JNJ)

View all positions for Investmark Advisory Group

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