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iShares Russell 1000 Value Index shares owned by Cedarwood Wealth

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

Historical chart of Cedarwood 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 Cedarwood 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 Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $555k 2.5k 219.11

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Fundstrat Granny (GRNY)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Cedarwood Wealth

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