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iShares Russell 1000 Value Index shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.5M 36k 210.34
2025-09-30 $3.9M 19k 203.59
2025-06-30 $2.2M 11k 194.22
2025-03-31 $1.8M 9.8k 187.91
2024-12-31 $1.4M 7.3k 185.13
2024-09-30 $1.1M 5.9k 189.81
2024-06-30 $619k 3.6k 173.35
2024-03-31 $493k 2.8k 178.26
2023-12-31 $350k 2.1k 165.28
2023-09-30 $54k 355 151.82
2023-06-30 $34k 213 157.83
2023-03-31 $32k 213 152.26
2022-12-31 $33k 219 151.65