Crestwood Advisors »

iShares Russell 1000 Value Index shares owned by Crestwood Advisors

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

Historical chart of Crestwood 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $825k 4.1k 203.57
2025-06-30 $614k 3.2k 194.21
2025-03-31 $585k 3.1k 188.16
2024-12-31 $585k 3.2k 185.13
2024-09-30 $473k 2.5k 189.80
2024-06-30 $434k 2.5k 174.47
2024-03-31 $485k 2.7k 179.11
2023-12-31 $498k 3.0k 165.25
2023-09-30 $387k 2.5k 151.84
2023-06-30 $577k 3.7k 157.84
2023-03-31 $579k 3.8k 152.25
2022-12-31 $704k 4.6k 151.64
2022-09-30 $629k 4.6k 135.97
2022-06-30 $838k 5.8k 145.01
2022-03-31 $874k 5.3k 165.97
2021-12-31 $861k 5.1k 168.03
2021-09-30 $647k 4.1k 156.51
2021-06-30 $659k 4.2k 158.64
2021-03-31 $692k 4.6k 151.56
2020-12-31 $756k 5.5k 136.81
2020-09-30 $653k 5.5k 118.17
2020-06-30 $643k 5.7k 112.65
2020-03-31 $561k 5.7k 99.20
2019-12-31 $866k 6.3k 136.40
2019-09-30 $814k 6.3k 128.21
2019-06-30 $321k 2.5k 127.13
2019-03-31 $314k 2.5k 123.62
2018-12-31 $217k 2.0k 110.83
2018-09-30 $210k 1.7k 126.81
2018-06-30 $216k 1.7k 124.42
2018-03-31 $217k 1.8k 120.16
2017-12-31 $250k 2.0k 124.56
2017-03-31 $68k 594 114.48

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Nvidia Corporation Stock (NVDA)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Booking Holdings Stock (BKNG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Fiserv Stock (FI)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index