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iShares Russell 1000 Value Index shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management 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 Advyzon Investment Management 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 1.1k 203.59
2025-06-30 $211k 1.1k 194.23
2025-03-31 $121k 645 188.16

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View all positions for Advyzon Investment Management

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