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iShares Russell 1000 Value Index shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment Group 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 Lokken Investment Group 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 Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $229k 1.3k 174.47
2024-03-31 $235k 1.3k 179.11
2023-12-31 $217k 1.3k 165.25

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock
Jasper Ridge Partners
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Value Index