Alley Investment Management Company »

iShares Russell 1000 Value Index shares owned by Alley Investment Management Company

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

Historical chart of Alley Investment Management Company 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 Alley Investment Management Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Alley Investment Management Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $325k 1.5k 210.34
2022-12-31 $1.9M 13k 151.66

More positions owned by Alley Investment Management Company

JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Philip Morris International (PM)
Abbvie (ABBV)
Ameriprise Financial (AMP)
Blackrock (BLK)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Union Pacific Corporation (UNP)
NVIDIA Corporation (NVDA)
Chevron Corporation (CVX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Home Depot (HD)

View all positions for Alley Investment Management Company

Top funds holding iShares Russell 1000 Value Index

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
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index