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iShares Russell 1000 Value Index shares owned by Advantage Trust

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

Historical chart of Advantage Trust 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 Advantage Trust 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 Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 149 203.59
2025-06-30 $29k 149 194.23

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Growth ETF Growth Etf (VUG)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Value ETF Value Etf (VTV)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Dimensional International Core Equity Market ETF Intl Core Eqt Mk (DFAI)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
Fidelity Blue Chip Growth ETF Blue Chip Grwth (FBCG)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
iShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
Wal-Mart Stores (WMT)
Berkshire Hathaway Cl A (BRK.A)
Main Sector Rotation ETF Main Sectr Rotn (SECT)

View all positions for Advantage Trust

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index