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iShares Russell 1000 Value Index shares owned by Dynamic Financial Group

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

Historical chart of Dynamic Financial 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 Dynamic Financial 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 Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 13k 203.58
2025-06-30 $2.4M 12k 194.23
2025-03-31 $2.3M 12k 188.16
2024-12-31 $2.3M 12k 185.13

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
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Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index