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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

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Quarterly reported holdings in iShares Russell 1000 Value Index by Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
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 500 Etf Etf (IVV)
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Etf Etf (QQQ)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf Etf (RDVY)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core S&p U S Value Etf Etf (IUSV)
Spdr Ssga Multi Asset Real Return Etf Etf (RLY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)

View all positions for Eldridge Investment 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