Fidelis Capital Partners »

iShares Russell 1000 Value Index shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 15k 165.25
2023-09-30 $210k 1.4k 151.82
2023-06-30 $383k 2.4k 157.83
2023-03-31 $215k 1.4k 151.93

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Chevron Corporation (CVX)

View all positions for Fidelis Capital Partners

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