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iShares Russell 1000 Value Index shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth Management 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 ForthRight Wealth Management 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 ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 866 242.43
2020-12-31 $61k 446 136.77

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Dj Glbl Divid (FGD)

View all positions for ForthRight Wealth Management

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