GM Advisory »

iShares Russell 1000 Value Index shares owned by GM Advisory

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

Historical chart of GM 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 GM 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 2.1k 203.56
2025-06-30 $261k 1.3k 194.27
2025-03-31 $252k 1.3k 188.20
2024-12-31 $247k 1.3k 185.07
2024-09-30 $344k 1.8k 189.82
2024-06-30 $269k 1.5k 174.45
2024-03-31 $276k 1.5k 179.06
2023-12-31 $254k 1.5k 165.26
2023-09-30 $232k 1.5k 151.84
2023-06-30 $231k 1.5k 157.85
2023-03-31 $223k 1.5k 152.25

More positions owned by GM Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)

View all positions for GM Advisory

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