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iShares Russell 1000 Value Index shares owned by Baring Financial

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

Historical chart of Baring Financial 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 Baring 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 Baring Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $788k 3.9k 203.56
2025-06-30 $751k 3.9k 194.26
2025-03-31 $653k 3.5k 188.15
2024-12-31 $652k 3.5k 185.12

More positions owned by Baring Financial

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exp World Holdings Inc equities (EXPI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Baring Financial

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