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iShares Russell 1000 Value Index shares owned by Fiduciary Financial Group

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

Historical chart of Fiduciary 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 Fiduciary 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 19k 203.59
2025-06-30 $3.9M 20k 196.03
2025-03-31 $3.5M 20k 173.45
2024-12-31 $3.8M 21k 183.57
2024-09-30 $4.1M 22k 188.54
2024-06-30 $4.0M 22k 182.39

More positions owned by Fiduciary Financial Group

Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Fiduciary Financial Group

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