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iShares Russell 1000 Value Index shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 37k 203.59
2025-06-30 $5.0M 26k 194.24
2025-03-31 $4.9M 26k 188.16
2024-12-31 $5.0M 27k 185.13
2024-09-30 $5.0M 27k 189.80
2024-06-30 $4.6M 27k 174.47
2024-03-31 $4.8M 27k 179.11
2023-12-31 $6.9M 42k 165.25

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

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