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iShares Russell 1000 Value Index shares owned by Carroll Advisory Group

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

Historical chart of Carroll Advisory Group 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 Carroll Advisory Group 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 Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 887 242.43

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Carroll Advisory Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Northern Trust
Wells Fargo & Company
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index