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iShares Russell 1000 Value Index shares owned by Cathy Pareto & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cathy Pareto & Associates from 13F filings

Historical chart of Cathy Pareto & Associates 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 Cathy Pareto & Associates 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 Cathy Pareto & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 1.7k 203.66
2025-06-30 $393k 2.0k 194.24
2025-03-31 $342k 1.8k 188.18

More positions owned by Cathy Pareto & Associates

Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr European Opportu (OPPE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Cathy Pareto & Associates

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