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iShares Russell 1000 Value Index shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 5.8k 203.60
2025-06-30 $1.1M 5.9k 194.22
2025-03-31 $1.2M 6.4k 185.12
2024-12-31 $1.2M 6.4k 185.12
2019-03-31 $236k 1.9k 123.56

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Apple (AAPL)

View all positions for Capital Advantage

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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

View all funds holding iShares Russell 1000 Value Index