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iShares Russell 1000 Value Index shares owned by Sound View Wealth Advisors

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

Historical chart of Sound View 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 Sound View Wealth 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 Sound View Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $1.9M 16k 123.46
2018-12-31 $1.8M 16k 111.02

More positions owned by Sound View Wealth Advisors

Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Apple (AAPL)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Home Depot (HD)
Pfizer (PFE)
Exxon Mobil Corporation (XOM)
iShares Dow Jones Select Dividend (DVY)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Southern Company (SO)

View all positions for Sound View Wealth Advisors

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
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index