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iShares Russell 1000 Value Index shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 301 189.80
2024-06-30 $53k 301 174.47
2024-03-31 $54k 301 179.11
2023-12-31 $50k 301 165.25
2023-09-30 $46k 301 151.82
2023-06-30 $48k 301 157.83

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View all positions for Atlantic Private Wealth

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
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Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
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Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index