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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
2024-03-31 $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)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index