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iShares Russell 1000 Value Index shares owned by Brendel Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Brendel Financial Advisors from 13F filings

Historical chart of Brendel Financial 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 Brendel Financial 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 Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $745k 3.9k 189.91
2024-06-30 $709k 4.1k 174.46
2023-12-31 $720k 4.4k 165.29
2023-03-31 $701k 4.6k 152.36

More positions owned by Brendel Financial Advisors

Sherwin-Williams Company (SHW)
Exxon Mobil Corporation (XOM)
Cintas Corporation (CTAS)
Wal-Mart Stores (WMT)
Nextera Energy (NEE)
Dover Corporation (DOV)
AFLAC Incorporated (AFL)
S&p Global (SPGI)
Abbott Laboratories (ABT)
C H Robinson Worldwide Com New (CHRW)
Cincinnati Financial Corporation (CINF)
Graniteshares Gold Tr Shs Ben Int (BAR)
Caterpillar (CAT)
American Express Company (AXP)
Air Products & Chemicals (APD)

View all positions for Brendel Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
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