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iShares Russell 1000 Value Index shares owned by IFS Advisors

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

Historical chart of IFS 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 IFS 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 383 179.11
2023-12-31 $63k 383 165.25
2023-09-30 $58k 383 151.82
2023-06-30 $60k 383 157.83
2023-03-31 $58k 383 152.26
2022-12-31 $58k 383 151.65
2022-09-30 $52k 383 135.77
2022-06-30 $55k 383 143.60
2022-03-31 $63k 383 164.49
2021-12-31 $64k 383 167.10
2020-12-31 $52k 383 135.77

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Information Technology Etf Etf (VGT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Mid-cap Etf Etf (VO)
Ishares Russell 1000 Etf Etf (IWB)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Automatic Data Processing Stock (ADP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for IFS Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index