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iShares Russell 1000 Value Index shares owned by Everpar Advisors

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

Historical chart of Everpar 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 Everpar 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 1.2k 203.56
2024-12-31 $569k 3.1k 185.13
2024-06-30 $464k 2.7k 174.47
2024-03-31 $564k 3.1k 179.11
2023-12-31 $1.2M 7.1k 165.25

More positions owned by Everpar Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Amazon (AMZN)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Oneok (OKE)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)
Tyson Foods Cl A (TSN)

View all positions for Everpar Advisors

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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

View all funds holding iShares Russell 1000 Value Index