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iShares Russell 1000 Value Index shares owned by Accredited Investors

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

Historical chart of Accredited Investors 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 Accredited Investors 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 Accredited Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 15k 203.59
2025-06-30 $2.8M 15k 194.23
2025-03-31 $2.8M 15k 188.16
2024-12-31 $2.6M 14k 185.13
2024-09-30 $7.5M 62k 120.37
2024-06-30 $2.5M 14k 174.47
2024-03-31 $2.7M 15k 179.11
2023-12-31 $2.5M 15k 165.25
2023-09-30 $2.3M 15k 151.82
2023-06-30 $2.4M 15k 157.83
2023-03-31 $2.4M 16k 152.26
2022-12-31 $2.4M 16k 151.65
2022-09-30 $2.2M 16k 136.00
2022-06-30 $1.9M 13k 144.97
2022-03-31 $2.2M 13k 165.98
2021-12-31 $2.2M 13k 167.89
2021-09-30 $2.1M 14k 156.50
2021-06-30 $2.2M 14k 158.61
2021-03-31 $2.2M 14k 151.52
2020-12-31 $2.0M 15k 136.73
2020-09-30 $1.7M 15k 118.15
2020-06-30 $2.0M 18k 112.65
2020-03-31 $3.0M 30k 99.19
2019-12-31 $4.8M 35k 136.49
2019-09-30 $4.4M 35k 128.26
2019-06-30 $4.5M 36k 127.22
2019-03-31 $4.3M 35k 123.50
2018-12-31 $5.7M 51k 111.05
2018-09-30 $629k 5.0k 126.53
2018-03-31 $375k 3.1k 120.00
2017-12-31 $425k 3.4k 124.23
2017-09-30 $235k 2.0k 118.33
2017-06-30 $261k 2.2k 116.62
2017-03-31 $231k 2.0k 114.93
2016-12-31 $226k 2.0k 112.21
2016-03-31 $230k 2.3k 98.71
2015-12-31 $218k 2.2k 98.24
2015-09-30 $207k 2.2k 93.29
2015-06-30 $229k 2.2k 103.20
2015-03-31 $229k 2.2k 103.20
2014-12-31 $550k 5.3k 104.48

More positions owned by Accredited Investors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
United Parcel Service CL B (UPS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Eafe Etf (EFA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)

View all positions for Accredited Investors

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
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