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iShares Russell 1000 Value Index shares owned by Central Valley Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Central Valley Advisors from 13F filings

Historical chart of Central Valley 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 Central Valley 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 28k 189.80
2024-06-30 $4.7M 28k 170.40
2024-03-31 $5.5M 31k 179.11
2023-12-31 $5.4M 33k 165.25

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)

View all positions for Central Valley Advisors

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