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iShares Russell 1000 Value Index shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment Management 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 9.9k 140.82
2024-06-30 $1.0M 5.8k 174.47
2024-03-31 $1.2M 12k 102.07
2023-12-31 $935k 6.1k 152.89
2023-09-30 $1.0M 8.2k 127.61
2023-06-30 $1.2M 7.8k 157.83
2023-03-31 $1.3M 8.5k 151.53
2022-12-31 $831k 7.3k 114.39
2022-09-30 $562k 4.2k 134.87
2022-06-30 $645k 4.4k 145.04
2022-03-31 $955k 5.8k 165.83
2021-12-31 $984k 5.9k 167.80
2021-09-30 $916k 5.9k 156.58
2021-06-30 $782k 6.6k 118.29
2021-03-31 $812k 5.4k 151.49
2020-12-31 $576k 4.2k 136.33
2020-09-30 $590k 5.0k 118.21
2020-06-30 $934k 7.8k 119.94
2020-03-31 $297k 3.0k 99.10
2019-12-31 $450k 3.3k 136.57
2019-09-30 $422k 3.3k 128.19
2019-06-30 $558k 4.4k 127.14
2019-03-31 $541k 4.4k 123.35
2018-12-31 $87k 4.4k 19.85
2018-09-30 $480k 3.8k 126.61
2018-06-30 $391k 3.2k 121.47
2018-03-31 $397k 3.3k 120.08
2017-12-31 $386k 3.1k 124.24

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

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