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iShares Russell 1000 Value Index shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group 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 Chung Wu Investment Group 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 Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 100 210.34
2025-09-30 $20k 100 203.59
2025-06-30 $19k 100 194.23

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Micron Technology (MU)
Antero Midstream Corp antero midstream (AM)
Abbvie (ABBV)
Goldman Sachs (GS)
Exxon Mobil Corporation (XOM)

View all positions for Chung Wu Investment Group

Top funds holding iShares Russell 1000 Value Index

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
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index