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iShares Russell 1000 Value Index shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $549k 2.7k 203.59
2025-06-30 $301k 1.6k 194.18
2025-03-31 $463k 2.5k 188.16
2024-12-31 $489k 2.6k 185.13
2024-09-30 $277k 1.5k 189.88
2024-06-30 $254k 1.5k 174.54
2024-03-31 $315k 1.8k 179.12
2023-12-31 $202k 1.2k 165.26

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

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