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iShares Russell 1000 Value Index shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 97 191.55
2024-06-30 $17k 97 175.12
2024-03-31 $17k 96 180.93
2023-12-31 $29k 177 165.77
2023-09-30 $15k 96 151.82
2023-06-30 $15k 96 157.83

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria Wealth Management

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