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iShares Russell 1000 Value Index shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth Advisors 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 Delos Wealth Advisors 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 66 203.59
2025-06-30 $13k 66 194.24
2021-06-30 $3.0k 16 187.50

More positions owned by Delos Wealth Advisors

Spdr Series Trust Bloomberg 3-12 M (BILS)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Utilities Alph (FXU)
Spdr Gold Tr Gold Shs (GLD)
Agnico (AEM)
Apple (AAPL)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Alliant Energy Corporation (LNT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)

View all positions for Delos Wealth Advisors

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