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iShares Russell 1000 Value Index shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 5.7k 179.11
2023-12-31 $699k 4.2k 165.25
2023-09-30 $278k 1.8k 151.82
2023-06-30 $289k 1.8k 157.83
2023-03-31 $285k 1.9k 152.22

More positions owned by TCG Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon Call Option (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Intuitive Surgical Com New (ISRG)
JPMorgan Chase & Co. Call Option (JPM)
IDEXX Laboratories (IDXX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)

View all positions for TCG Advisory Services

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