Financial Services Advisory »

iShares Russell 1000 Value Index shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory 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 Services Advisory 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 Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $32M 129k 247.93
2022-03-31 $501k 3.0k 165.78
2021-12-31 $506k 3.0k 167.94
2021-09-30 $479k 3.1k 156.59
2021-06-30 $476k 3.0k 158.51
2019-12-31 $14M 105k 136.48

More positions owned by Financial Services Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard World Mrngstr Cap Etf (MGC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Acwi Ex Us (ACWX)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)

View all positions for Financial Services Advisory

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index