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iShares Russell 1000 Value Index shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 1.3k 189.97

More positions owned by Proactive Wealth Strategies

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Value Line Divid In SHS (FVD)
RBB Us Treas 3 Mnth (TBIL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange Traded Indls Prod Dur (FXR)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Palo Alto Networks (PANW)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Morningstar Divid L SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Proactive Wealth Strategies

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index