DHK Financial Advisors »

iShares Russell 1000 Value Index shares owned by DHK Financial Advisors

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

Historical chart of DHK Financial 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 DHK Financial 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 DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 31k 165.25
2023-09-30 $4.7M 31k 152.81
2023-06-30 $4.9M 31k 157.83
2023-03-31 $1.2M 8.1k 152.26
2022-12-31 $1.2M 8.1k 151.65
2022-09-30 $1.1M 8.1k 136.01
2022-06-30 $1.2M 8.1k 144.98
2022-03-31 $1.3M 8.1k 166.01

More positions owned by DHK Financial Advisors

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Ishares Frontier And Sel (FM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Franklin Templeton Etf Tr Franklin India (FLIN)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Fds Utilities Etf (VPU)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for DHK Financial Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index