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iShares Russell 1000 Value Index shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 874 242.36

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Discipline Wealth Solutions

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index