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iShares Russell 1000 Value Index shares owned by Brogan Financial

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

Historical chart of Brogan 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 Brogan 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 Brogan Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $557k 2.6k 210.32
2025-09-30 $537k 2.6k 203.59
2025-06-30 $510k 2.6k 194.25
2025-03-31 $492k 2.6k 188.14
2024-12-31 $482k 2.6k 185.11
2024-09-30 $491k 2.6k 189.80

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View all positions for Brogan Financial

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index