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iShares Russell 1000 Value Index shares owned by Operose Advisors

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

Historical chart of Operose 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 Operose 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $546k 3.3k 165.26
2023-09-30 $454k 3.0k 151.83
2023-06-30 $472k 3.0k 157.84
2023-03-31 $402k 2.6k 152.26
2022-12-31 $362k 2.4k 151.65
2022-09-30 $58k 423 137.12
2022-06-30 $61k 423 144.21
2022-03-31 $44k 262 167.94
2021-12-31 $66k 392 168.37

More positions owned by Operose Advisors

Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Mid-Cap Growth ETF Etf (VOT)
iShares International Select Dividend ETF Etf (IDV)
Schwab International Equity ETF Etf (SCHF)
Spdr S&p 500 Etf Etf (SPY)
Vanguard FTSE All-World ex-US Sm-Cp ETF Etf (VSS)
iShares S&P Small-Cap 600 Value ETF Etf (IJS)
iShares Russell 2000 ETF Etf (IWM)
Artisan Partners Asset Management Common (APAM)
iShares Select Dividend ETF Etf (DVY)
Microsoft Corp Common (MSFT)
iShares Core S&P 500 ETF Etf (IVV)

View all positions for Operose Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
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