Semmax Financial Advisors »

iShares Russell 1000 Value Index shares owned by Semmax Financial Advisors

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

Historical chart of Semmax 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 Semmax Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Semmax Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $0 0 0.00
2023-09-30 $0 0 0.00
2020-06-30 $10k 89 112.36
2020-03-31 $9.0k 89 101.12
2019-12-31 $12k 89 134.83
2019-09-30 $11k 89 123.60
2019-06-30 $11k 89 123.60
2019-03-31 $24k 198 121.21
2018-12-31 $22k 198 111.11

More positions owned by Semmax Financial Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Fidelity National Information Services (FIS)
Comcast Corp Cl A (CMCSA)
Microsoft Corporation (MSFT)
Enbridge (ENB)
Meta Platforms Cl A (META)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Philip Morris International (PM)
Wells Fargo & Company (WFC)

View all positions for Semmax Financial 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