Catherine Avery Investment Management »

iShares Russell 1000 Value Index shares owned by Catherine Avery Investment Management

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

Historical chart of Catherine Avery Investment 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 Catherine Avery Investment 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 Catherine Avery Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $125k 592 210.34
2025-09-30 $121k 592 203.59
2025-06-30 $115k 592 194.23
2025-03-31 $111k 592 188.16
2024-12-31 $110k 592 185.13

More positions owned by Catherine Avery Investment Management

Citigroup Com New (C)
International Business Machines (IBM)
Raytheon Technologies Corp (RTX)
Freeport-mcmoran CL B (FCX)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Cisco Systems (CSCO)
Bristol Myers Squibb (BMY)
Merck & Co (MRK)
Chevron Corporation (CVX)
Coca-Cola Company (KO)
L3harris Technologies (LHX)
Nextera Energy (NEE)
Target Corporation (TGT)
Baker Hughes Company Cl A (BKR)

View all positions for Catherine Avery Investment Management

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index