Ethos Financial Group »

iShares Russell 1000 Value Index shares owned by Ethos Financial Group

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

Historical chart of Ethos 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 Ethos 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 7.2k 203.58
2025-06-30 $1.4M 7.2k 194.23
2025-03-31 $3.0M 16k 187.94
2024-12-31 $1.1M 6.1k 185.12
2022-12-31 $261k 1.7k 151.65

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