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iShares Russell 1000 Value Index shares owned by Capital Investment Advisory Services

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

Historical chart of Capital Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $733k 4.0k 185.12
2024-09-30 $762k 4.0k 189.79
2024-06-30 $678k 3.9k 174.46
2024-03-31 $724k 4.0k 179.10
2023-12-31 $657k 4.0k 165.24
2023-09-30 $603k 4.0k 151.81
2023-06-30 $627k 4.0k 157.82
2023-03-31 $605k 4.0k 152.24
2022-12-31 $622k 4.1k 151.65
2022-09-30 $515k 3.8k 135.92
2022-06-30 $651k 4.5k 144.89
2022-03-31 $581k 3.5k 166.09
2021-12-31 $561k 3.3k 168.06
2021-09-30 $506k 3.2k 156.46
2021-06-30 $534k 3.4k 158.55
2021-03-31 $510k 3.4k 151.43
2020-12-31 $461k 3.4k 136.88
2020-09-30 $391k 3.3k 118.20
2020-06-30 $362k 3.2k 112.49
2020-03-31 $319k 3.2k 99.13
2019-12-31 $444k 3.3k 136.53
2019-09-30 $417k 3.3k 128.23
2019-06-30 $417k 3.3k 128.23
2019-03-31 $226k 1.8k 123.56
2018-12-31 $203k 1.8k 110.99
2018-09-30 $238k 1.9k 126.80
2018-06-30 $233k 1.9k 121.61
2018-03-31 $233k 1.9k 119.73

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Capital Investment Advisory Services

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Baird Financial
Northern Trust
Jones Financial Companies, L.L
M^T Bank Corporation
LPL Financial

View all funds holding iShares Russell 1000 Value Index