Eldridge Investment Advisors »

iShares Russell 1000 Value Index shares owned by Eldridge Investment Advisors

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

Historical chart of Eldridge Investment 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 Eldridge Investment 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 Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 10k 189.82
2024-06-30 $1.8M 11k 174.44
2024-03-31 $1.8M 10k 179.16
2023-12-31 $1.7M 11k 165.24
2023-09-30 $1.6M 11k 151.79
2023-06-30 $2.0M 13k 157.79
2023-03-31 $1.9M 13k 152.27
2022-12-31 $1.8M 12k 151.69
2022-09-30 $1.6M 12k 136.03
2022-06-30 $1.7M 12k 144.94
2022-03-31 $2.0M 12k 166.01
2021-12-31 $1.9M 11k 167.92
2021-09-30 $1.6M 10k 156.56
2021-06-30 $1.2M 7.6k 158.65
2021-03-31 $784k 5.2k 151.59
2020-12-31 $376k 2.8k 136.73
2020-09-30 $275k 2.3k 118.28
2020-06-30 $239k 2.1k 112.58

More positions owned by Eldridge Investment Advisors

Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)
Invesco Qqq Etf Etf (QQQ)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares Core S&p U S Value Etf Etf (IUSV)
Spdr Ssga Multi Asset Real Return Etf Etf (RLY)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)
Spdr Intermediate Term Treasury Etf Etf (SPTI)

View all positions for Eldridge Investment Advisors

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