Cornerstone Advisory »

iShares Russell 1000 Value Index shares owned by Cornerstone Advisory

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

Historical chart of Cornerstone Advisory 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 Cornerstone Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Cornerstone Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 24k 189.80
2024-06-30 $4.1M 23k 174.47
2024-03-31 $4.4M 25k 179.11
2023-09-30 $3.7M 24k 151.82
2023-06-30 $3.8M 24k 157.83
2023-03-31 $3.8M 25k 152.26
2022-12-31 $3.7M 24k 151.65
2022-09-30 $3.2M 24k 135.98
2022-06-30 $3.4M 24k 144.98
2022-03-31 $4.5M 27k 165.98
2021-12-31 $4.7M 28k 167.92
2021-09-30 $4.3M 27k 156.50
2021-06-30 $4.4M 28k 158.62
2021-03-31 $4.2M 28k 151.57
2020-12-31 $3.8M 28k 136.74
2020-09-30 $3.4M 29k 118.14
2020-06-30 $3.2M 28k 112.61
2020-03-31 $2.4M 24k 99.17
2019-12-31 $3.1M 23k 136.50
2019-09-30 $3.3M 25k 128.24
2019-06-30 $2.9M 23k 127.22
2019-03-31 $2.9M 24k 123.51
2018-12-31 $2.7M 25k 111.05
2018-09-30 $3.2M 25k 126.62
2018-06-30 $3.1M 25k 121.36
2018-03-31 $3.1M 26k 119.96
2017-12-31 $3.2M 26k 124.33
2017-09-30 $3.3M 28k 118.51
2017-06-30 $3.4M 29k 116.44
2017-03-31 $3.0M 26k 114.94
2016-12-31 $2.9M 26k 112.04
2016-09-30 $2.8M 26k 105.63
2016-06-30 $2.8M 27k 103.25
2016-03-31 $2.7M 27k 98.80
2015-12-31 $2.7M 28k 97.88

More positions owned by Cornerstone Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cornerstone Advisory

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