Prevail Innovative Wealth Advisors »

iShares Russell 1000 Value Index shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $405k 1.7k 242.42

More positions owned by Prevail Innovative Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Commodity Stgy (PIT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
O'reilly Automotive (ORLY)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks Com Shs (ANET)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Nextera Energy (NEE)
Uber Technologies (UBER)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index