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iShares Russell 1000 Value Index shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Wealth Strategies 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 Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 145 203.59
2025-06-30 $28k 145 194.23
2025-03-31 $27k 145 188.16
2024-09-30 $28k 145 193.10
2024-06-30 $25k 145 172.41
2024-03-31 $51k 286 178.32

More positions owned by Dynamic Wealth Strategies

Ishares Tr Xpnd Tec Sc Etf (IGM)
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)
Vanguard Index Fds Alue Etf (VTV)
Ishares Tr -3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T &p500 Quality (SPHQ)
Ishares Tr Sci Eafe Etf (EFA)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Ishares Tr Afe Value Etf (EFV)
Ishares Sci Jpn Etf New (EWJ)
Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)
Ishares Tr -10 Yr Trsy Bd (IEF)
Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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