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iShares Russell 1000 Value Index shares owned by Fiduciary Advisors

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

Historical chart of Fiduciary 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 Fiduciary 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 Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 108 210.34
2025-09-30 $22k 108 203.59
2025-06-30 $21k 108 194.23
2025-03-31 $20k 108 188.17
2024-12-31 $20k 108 185.14