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iShares Russell 1000 Value Index shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $95k 467 203.59
2025-06-30 $91k 467 194.23
2025-03-31 $92k 487 188.16
2024-12-31 $90k 487 185.13

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Visa Com Cl A (V)

View all positions for Bernard Wealth Management Corp.

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