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iShares Russell 1000 Value Index shares owned by Allen Mooney & Barnes Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Allen Mooney & Barnes Investment Advisors from 13F filings

Historical chart of Allen Mooney & Barnes Investment Advisors 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 Allen Mooney & Barnes Investment Advisors 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 Allen Mooney & Barnes Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $305k 1.7k 174.52
2023-12-31 $289k 1.7k 165.25

More positions owned by Allen Mooney & Barnes Investment Advisors

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Exxon Mobil Corp Stock (XOM)
Jpmorgan Chase & Co Stock (JPM)
American Express Stock (AXP)
Lowes Cos Stock (LOW)
Abbvie Stock (ABBV)
Lyondellbasell Industries N V Shs - A - Stock (LYB)
Aflac Stock (AFL)
Schwab Charles Corp Stock (SCHW)
American Elec Pwr Stock (AEP)
Cummins Stock (CMI)
Blackrock Stock (BLK)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Allen Mooney & Barnes Investment Advisors

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