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iShares Russell 1000 Value Index shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 36k 189.80
2024-06-30 $6.2M 36k 174.47
2024-03-31 $6.3M 35k 179.11
2023-12-31 $5.9M 36k 165.25
2023-09-30 $5.4M 35k 151.82
2023-06-30 $5.3M 34k 157.83
2023-03-31 $4.7M 31k 152.26
2022-12-31 $6.0M 40k 151.65
2022-09-30 $6.2M 46k 136.00
2022-06-30 $6.4M 44k 144.96
2022-03-31 $11M 65k 165.99
2021-12-31 $11M 62k 167.93
2021-09-30 $9.8M 63k 156.51
2021-06-30 $9.8M 62k 158.62
2021-03-31 $8.5M 56k 151.54
2020-12-31 $8.0M 59k 136.73
2020-09-30 $7.8M 66k 118.14
2020-06-30 $8.4M 75k 112.62
2020-03-31 $12M 125k 99.18
2019-12-31 $18M 130k 136.48
2019-09-30 $17k 372 45.96
2019-06-30 $17M 133k 127.22
2019-03-31 $17M 134k 123.49
2018-12-31 $14M 127k 111.05
2018-09-30 $26M 209k 126.62
2018-06-30 $25M 203k 121.38
2018-03-31 $23M 194k 119.96
2017-12-31 $23M 182k 124.34
2017-09-30 $21M 177k 118.51
2017-06-30 $20M 171k 116.43
2017-03-31 $19M 164k 114.94
2016-12-31 $17M 154k 112.03
2016-09-30 $15M 140k 105.62
2016-06-30 $13M 121k 103.23
2016-03-31 $4.6M 46k 98.82
2015-12-31 $3.3M 34k 97.85
2015-09-30 $3.1M 34k 93.27
2015-06-30 $3.0M 29k 103.14
2015-03-31 $3.7M 36k 103.05
2014-12-31 $3.2M 31k 104.39
2014-09-30 $262k 2.6k 100.11

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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