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iShares Russell 1000 Value Index shares owned by Atala Financial

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

Historical chart of Atala Financial investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Atala Financial 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 Atala Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 2.3k 203.59
2025-06-30 $451k 2.3k 194.23
2025-03-31 $437k 2.3k 188.16
2024-12-31 $496k 2.7k 185.13

More positions owned by Atala Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Roblox Corp Cl A Cl A (RBLX)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Deere & Company (DE)
Marriott Intl Inc New Cl A Cl A (MAR)
Amazon (AMZN)
Apple (AAPL)
Shopify Inc Cl A Cl A (SHOP)
Blackrock MuniHoldings CA Insrd Fnd (MUC)
Accenture Plc Ireland Shs Class A (ACN)
Wal-Mart Stores (WMT)

View all positions for Atala Financial

Top funds holding iShares Russell 1000 Value Index

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Wells Fargo & Company
Northern Trust
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M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index