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iShares Russell 1000 Value Index shares owned by Evanson Financial

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

Historical chart of Evanson Financial 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 Evanson Financial 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 Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6M 15k 242.43