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iShares Russell 1000 Value Index shares owned by Advocate Investing Services

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

Historical chart of Advocate Investing 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 Advocate Investing 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 Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $171k 800 213.67

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Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Sector Spdr Tr State Street Con (XLP)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Global Energ Etf (IXC)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (XME)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wal-Mart Stores (WMT)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)

View all positions for Advocate Investing Services

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index