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iShares Russell 1000 Value Index shares owned by Finley Financial

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

Historical chart of Finley Financial 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 Finley Financial 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 Finley Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 36k 203.59
2025-06-30 $7.1M 36k 194.23
2025-03-31 $6.6M 36k 182.07
2024-12-31 $7.2M 38k 188.96