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iShares Russell 1000 Value Index shares owned by Windsor Advisory Group

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

Historical chart of Windsor 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 Windsor 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $105k 586 179.11
2023-12-31 $97k 586 165.25
2023-09-30 $89k 586 151.82
2023-06-30 $93k 586 157.83
2023-03-31 $89k 586 152.26
2022-12-31 $89k 586 151.65

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View all positions for Windsor 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