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iShares Russell 1000 Value Index shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 1.6k 189.80
2024-06-30 $277k 1.6k 174.47
2024-03-31 $288k 1.6k 179.11
2023-12-31 $244k 1.5k 165.25

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Compounders Etf (GRW)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Public Storage (PSA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index