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iShares Russell 1000 Value Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 298 189.80

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Vanguard S&p 500 Etf Etf (VOO)
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View all positions for GoalVest Advisory

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index