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iShares Russell 1000 Value Index shares owned by Concorde Asset Management

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

Historical chart of Concorde Asset 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 Concorde Asset 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 18k 174.47
2017-09-30 $317k 2.7k 118.83

More positions owned by Concorde Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Concorde Asset Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index