Sulzberger Capital Advisors »

iShares Russell 1000 Value Index shares owned by Sulzberger Capital Advisors

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

Historical chart of Sulzberger Capital 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 Sulzberger Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Sulzberger Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 827 242.43

More positions owned by Sulzberger Capital Advisors

Ishares Tr Trust Ishare 0-1 (SHV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Isha Pr Mone Etf (PMMF)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr 0-3 Mth Treasury (SGOV)
First Tr Exchange-traded Vest Investment (LQTI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Sulzberger Capital Advisors

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
Northern Trust
Wells Fargo & Company
LPL Financial
M^T Bank Corporation
Prudential Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index