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iShares Russell 1000 Value Index shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 131k 189.80
2024-06-30 $23M 132k 174.47
2024-03-31 $23M 131k 179.11
2023-12-31 $21M 129k 165.25
2023-09-30 $19M 127k 151.82
2023-06-30 $20M 126k 157.83
2023-03-31 $19M 126k 152.26
2022-12-31 $19M 127k 151.65
2022-09-30 $17M 125k 135.99
2022-06-30 $18M 125k 144.97
2022-03-31 $21M 126k 165.98
2021-12-31 $21M 124k 167.93
2021-09-30 $19M 123k 156.51
2021-06-30 $19M 121k 158.62
2021-03-31 $18M 119k 151.55
2020-12-31 $16M 114k 136.73
2020-09-30 $13M 113k 118.13
2020-06-30 $13M 114k 112.62
2020-03-31 $11M 114k 99.18
2019-12-31 $16M 116k 136.48
2019-09-30 $12M 96k 125.62
2019-06-30 $14M 112k 127.22
2019-03-31 $14M 114k 123.49
2018-12-31 $13M 113k 111.05
2018-09-30 $14M 110k 126.62
2018-06-30 $14M 111k 121.38
2018-03-31 $13M 110k 119.96
2017-12-31 $14M 108k 124.34
2017-09-30 $13M 107k 118.51
2017-06-30 $13M 108k 116.43
2017-03-31 $12M 108k 114.94
2016-12-31 $12M 107k 112.03
2016-09-30 $11M 104k 105.62
2016-06-30 $10M 100k 103.23
2016-03-31 $9.5M 97k 98.81
2015-12-31 $9.3M 95k 97.86
2015-09-30 $8.8M 94k 93.28
2015-06-30 $9.9M 96k 103.15
2015-03-31 $9.9M 96k 103.08
2014-12-31 $10M 96k 104.40
2014-09-30 $9.5M 95k 100.09
2014-06-30 $9.5M 94k 101.27
2014-03-31 $9.2M 95k 96.50
2013-12-31 $8.4M 90k 94.17

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital 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