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iShares Russell 1000 Value Index shares owned by Westover Capital Advisors

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

Historical chart of Westover 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 Westover 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 Westover Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 872 242.43

More positions owned by Westover Capital Advisors

Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)
Palo Alto Networks (PANW)
JPMorgan Chase & Co. (JPM)
Celestica (CLS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Goldman Sachs (GS)
Ishares Tr Mbs Etf (MBB)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Westover Capital Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index