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iShares Russell 1000 Value Index shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta 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 Trifecta Capital 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 98 179.11
2023-12-31 $40k 242 165.25
2023-09-30 $37k 242 151.82
2023-06-30 $38k 242 157.83
2023-03-31 $37k 242 152.26
2022-12-31 $37k 242 151.65

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index