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iShares Russell 1000 Value Index shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth 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 Flagship Wealth 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 128 203.59
2025-06-30 $28k 143 194.23
2025-03-31 $27k 143 188.16
2024-12-31 $27k 143 185.13

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth 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