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iShares Russell 1000 Value Index shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Consulate 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 Consulate

Quarter filed Position value Share count Share price at filing
2026-06-30 $103k 424 242.43
2026-03-31 $70k 329 213.67
2025-12-31 $69k 329 210.34
2025-09-30 $59k 290 203.59

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for Financial Consulate

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Ameriprise Financial
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Baird Financial
Wells Fargo & Company
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index