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iShares Russell 1000 Value Index shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 943 213.67

More positions owned by Financial & Tax Architects

Vanguard Total Stock Market Etf Etf (VTI)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core U.s. Reit Etf Etf (USRT)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Exxon Mobil Corp Stock (XOM)
Chevron Corporation Stock (CVX)
Walmart Stock (WMT)
Nextera Energy Stock (NEE)
Johnson & Johnson Stock (JNJ)
Caterpillar Stock (CAT)

View all positions for Financial & Tax Architects

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index