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iShares Russell 1000 Value Index shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.3M 43k 191.74

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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