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iShares Russell 1000 Value Index shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 62k 213.67
2019-03-31 $1.3M 12k 111.05
2018-12-31 $1.3M 12k 111.05
2018-09-30 $1.7M 13k 123.25
2018-06-30 $1.6M 13k 121.39

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View all positions for Private Advisory

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