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iShares Russell 1000 Value Index shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners 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 Cary Street Partners 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 16k 203.59
2025-06-30 $3.4M 17k 194.22

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
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Vanguard Growth Etf Etf (VUG)
Fairlead Tactical Sector ETF Etf (TACK)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

Top funds holding iShares Russell 1000 Value Index

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