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iShares Russell 1000 Value Index shares owned by Independence Asset Advisors

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

Historical chart of Independence Asset 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 Independence Asset 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 Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $70M 344k 203.59
2025-06-30 $60M 306k 194.23

More positions owned by Independence Asset Advisors

Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Rus 1000 Val Etf (IWD)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Aristotle Pacifi (FLRT)
Vanguard Wellington Us Minimum (VFMV)
CVS Caremark Corporation (CVS)
Vanguard Index Fds Real Estate Etf (VNQ)
United Parcel Service CL B (UPS)
Global Payments (GPN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Natixis Etf Trust Ii Natixis Loomis (LSGR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Independence Asset 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