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iShares Russell 1000 Value Index shares owned by Arlington Trust

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

Historical chart of Arlington Trust 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 Arlington Trust 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 Arlington Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 2.7k 203.59
2025-06-30 $523k 2.7k 194.23
2025-03-31 $506k 2.7k 188.16
2024-12-31 $520k 2.8k 185.13
2024-09-30 $46k 240 189.80
2024-06-30 $42k 240 174.47
2023-09-30 $217k 1.4k 151.82

More positions owned by Arlington Trust

Vanguard Total Stock Market ETF (VTI)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Invesco S&p 500 Equal Weight Etf (RSP)
Apple (AAPL)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
iShares S&P 500 Value Index (IVE)
NVIDIA Corporation (NVDA)
Proshares Tr russ 2000 divd (SMDV)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

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