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iShares Russell 1000 Value Index shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 85 203.59
2025-06-30 $17k 85 194.24
2025-03-31 $16k 85 188.15
2024-12-31 $11k 61 185.13

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View all positions for Comprehensive Financial Planning

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