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iShares Russell 1000 Value Index shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 1.2k 213.72
2021-03-31 $5.1M 34k 151.55

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Apple (AAPL)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Latitude Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index