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iShares Russell 1000 Value Index shares owned by Appleton Partners

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

Historical chart of Appleton 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 Appleton 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 Appleton Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $334k 1.6k 203.78

More positions owned by Appleton Partners

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Goldman Sachs Activebeta U.s. Etf (GSLC)
Schwab Us Large-cap Etf Etf (SCHX)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Amazon.com CS (AMZN)
Alphabet CS (GOOG)
Visa CS (V)
Ge Vernova CS (GEV)
Home Depot Inc/the CS (HD)
Meta Platforms CS (META)
Jpmorgan Ultra-short Income Et Etf (JPST)
Morgan Stanley CS (MS)
Energy Select Sector Spdr Fund CS (XLE)

View all positions for Appleton Partners

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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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