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iShares Russell 1000 Value Index shares owned by Concord Investment Counsel

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

Historical chart of Concord Investment Counsel 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 Concord Investment Counsel 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 Concord Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 1.6k 179.11

More positions owned by Concord Investment Counsel

NVIDIA Corporation (NVDA)
Apple (AAPL)
Select Sector Spdr Tr Indl (XLI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Energy (XLE)
Netflix (NFLX)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Bank of America Corporation (BAC)

View all positions for Concord Investment Counsel

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index