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iShares Russell 1000 Value Index shares owned by Fiduciary Family Office

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

Historical chart of Fiduciary Family Office 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 Family Office 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 Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 14k 203.59
2025-06-30 $2.3M 12k 194.23

More positions owned by Fiduciary Family Office

Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Value Etf (VTV)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Visa Com Cl A (V)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Philip Morris International (PM)

View all positions for Fiduciary Family Office

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