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iShares Russell 1000 Value Index shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $145k 810 179.11
2023-12-31 $134k 810 165.25
2023-09-30 $123k 810 151.82
2023-06-30 $128k 810 157.83
2022-12-31 $123k 810 151.65

More positions owned by LGT Financial Advisors

Coca-Cola Company (KO)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Ishares Tr Cmbs Etf (CMBS)
Invesco Actively Managed Etf Total Return (GTO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial 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