Fortis Capital Advisors »

iShares Russell 1000 Value Index shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital 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 Fortis Capital Advisors 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 2.2k 203.59
2025-06-30 $435k 2.2k 194.23
2025-03-31 $415k 2.2k 188.16
2023-03-31 $50k 330 152.26
2022-12-31 $50k 330 151.65

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Schwab Strategic Tr Etf (SCHG)
Spdr S&p 500 Etf Etf (SPY)
Schwab Strategic Tr Etf (SCHF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Etf (IJR)
Ishares Tr Etf (IVV)
Vanguard Index Fds Etf (VO)
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital 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