Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Russell 1000 Value Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 14k 210.34
2025-09-30 $1.4M 6.7k 203.58
2025-06-30 $1.3M 6.7k 194.23
2025-03-31 $963k 5.1k 188.17
2024-12-31 $981k 5.3k 185.15
2024-09-30 $1.0M 5.3k 189.79
2024-06-30 $915k 5.2k 174.46
2024-03-31 $906k 5.1k 179.12
2023-12-31 $771k 4.7k 165.23
2023-09-30 $778k 5.1k 151.81
2023-06-30 $809k 5.1k 157.82
2023-03-31 $658k 4.3k 152.26
2022-12-31 $806k 5.3k 151.65
2022-09-30 $646k 4.8k 135.91
2022-06-30 $846k 5.8k 145.04
2022-03-31 $481k 2.9k 166.03
2021-12-31 $527k 3.1k 167.99
2021-09-30 $410k 2.6k 156.49
2021-06-30 $416k 2.6k 158.78
2021-03-31 $341k 2.3k 151.42
2020-12-31 $358k 2.6k 136.64
2020-09-30 $327k 2.8k 118.05
2020-06-30 $312k 2.8k 112.64
2020-03-31 $324k 3.3k 99.14
2019-12-31 $418k 3.1k 136.60
2019-09-30 $254k 2.0k 128.15
2019-06-30 $252k 2.0k 127.14
2019-03-31 $245k 2.0k 123.61
2018-12-31 $220k 2.0k 111.00
2018-09-30 $251k 2.0k 126.64

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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Elliott Investment Management
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial

View all funds holding iShares Russell 1000 Value Index