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iShares Russell 1000 Value Index shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 12k 165.25
2023-03-31 $1.8M 12k 152.26
2022-12-31 $1.8M 12k 151.65
2022-09-30 $1.7M 12k 135.96
2022-06-30 $1.7M 12k 144.95
2022-03-31 $1.9M 11k 165.98
2021-12-31 $1.8M 11k 167.91
2021-09-30 $1.7M 11k 156.54
2021-06-30 $1.8M 11k 158.63
2021-03-31 $1.9M 13k 151.55
2020-06-30 $1.6M 15k 112.63
2020-03-31 $1.6M 16k 99.17
2019-12-31 $2.3M 17k 136.51
2019-09-30 $2.3M 18k 128.28
2019-06-30 $2.5M 19k 127.22
2019-03-31 $641k 5.2k 123.44
2018-12-31 $391k 3.5k 111.08
2018-09-30 $359k 2.8k 126.63
2018-06-30 $326k 2.4k 136.80
2018-03-31 $311k 2.6k 119.94
2017-12-31 $288k 2.3k 123.92

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index