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iShares Russell 1000 Value Index shares owned by Sylvest Advisors

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

Historical chart of Sylvest 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 Sylvest 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 Sylvest Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 103k 203.59
2025-06-30 $20M 105k 194.23
2025-03-31 $20M 104k 188.16
2024-12-31 $19M 103k 185.13