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iShares Russell 1000 Value Index shares owned by Cooper/haims Advisors

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

Historical chart of Cooper/haims 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 Cooper/haims 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 Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 855 242.43
2019-03-31 $4.6M 37k 123.48

More positions owned by Cooper/haims Advisors

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Global Reit Etf (REET)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Paychex (PAYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Cooper/haims Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index