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iShares Russell 1000 Value Index shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 10k 213.67

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
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View all positions for Excelsior Advisor Network

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
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