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iShares Russell 1000 Value Index shares owned by 3Chopt Investment Partners

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by 3Chopt Investment Partners from 13F filings

Historical chart of 3Chopt Investment 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 3Chopt Investment 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 3Chopt Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $161k 793 203.59
2025-06-30 $138k 711 194.23
2025-03-31 $139k 738 188.16
2022-12-31 $167k 1.1k 151.65

More positions owned by 3Chopt Investment Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vistra Energy (VST)
Meta Platforms Cl A (META)
McKesson Corporation (MCK)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Amazon (AMZN)

View all positions for 3Chopt Investment Partners

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index