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iShares Russell 1000 Value Index shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM 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 Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 1.9k 203.59
2025-06-30 $367k 1.9k 194.22
2025-03-31 $380k 2.0k 188.16
2024-12-31 $330k 1.8k 185.17
2024-09-30 $336k 1.8k 189.80
2024-06-30 $309k 1.8k 174.49
2024-03-31 $317k 1.8k 179.07
2023-12-31 $292k 1.8k 165.24

More positions owned by Fountainhead AM

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index