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iShares Russell 1000 Value Index shares owned by Financial Alternatives

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

Historical chart of Financial Alternatives 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 Financial Alternatives 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 Financial Alternatives

Quarter filed Position value Share count Share price at filing
2025-12-31 $302k 1.4k 210.34

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Financial Alternatives

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index