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iShares Russell 1000 Value Index shares owned by Aufman Associates

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

Historical chart of Aufman Associates 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 Aufman Associates 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 Aufman Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $470k 2.3k 203.59
2025-06-30 $449k 2.3k 194.23

More positions owned by Aufman Associates

Vanguard 500 Index ETF Etf (VOO)
Vanguard Small-Cap Index ETF Etf (VB)
Vanguard Developed Markets Index ETF Etf (VEA)
Seagate Technology Holdings Stock (STX)
Vanguard Mid-Cap Growth Index ETF Etf (VOT)
iShares Core S&P 500 Index ETF Etf (IVV)
Vanguard FTSE All-World ex US Index ETF Etf (VEU)
Berkshire Hathaway Cl B Stock (BRK.B)
Schwab Fundamental US Large Company Index ETF Etf (FNDX)
Minerals Technologies Stock (MTX)
Apple Stock (AAPL)
Alphabet Cl C Stock (GOOG)
Microsoft Stock (MSFT)
Crown Castle Reit (CCI)
Vanguard Total Int'l Stock Index ETF Etf (VXUS)

View all positions for Aufman Associates

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