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iShares Russell 1000 Value Index shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $43M 245k 174.47
2024-03-31 $43M 240k 179.11
2023-12-31 $40M 242k 165.25
2023-09-30 $35M 231k 151.82
2023-06-30 $35M 221k 157.83
2023-03-31 $34M 223k 152.26
2022-12-31 $34M 225k 151.65
2022-09-30 $30M 218k 135.99
2022-06-30 $32M 219k 144.97
2022-03-31 $37M 223k 165.98
2021-12-31 $41M 242k 167.93
2021-09-30 $38M 241k 156.51
2021-03-31 $39M 258k 151.55
2020-09-30 $31M 261k 118.13
2020-06-30 $29M 261k 112.62
2020-03-31 $26M 259k 99.18
2019-12-31 $36M 260k 136.48
2019-09-30 $33M 254k 128.26
2019-06-30 $31M 241k 127.22
2019-03-31 $27M 220k 123.49
2018-12-31 $28M 252k 111.05
2018-09-30 $25M 199k 126.62
2018-06-30 $23M 193k 121.38
2018-03-31 $22M 186k 119.96
2017-12-31 $22M 176k 124.34
2017-09-30 $15M 128k 118.51
2017-06-30 $15M 128k 116.43
2017-03-31 $14M 121k 114.94

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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