Golden Road Advisors »

iShares Russell 1000 Value Index shares owned by Golden Road Advisors

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

Historical chart of Golden Road 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 Golden Road 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 Golden Road Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $754k 4.1k 185.13
2024-09-30 $766k 4.0k 189.80
2024-06-30 $702k 4.0k 173.96
2024-03-31 $721k 4.0k 179.11
2023-12-31 $670k 4.1k 165.25

More positions owned by Golden Road Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Golden Road Advisors

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