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iShares Russell 1000 Value Index shares owned by Francis Financial

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

Historical chart of Francis 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 Francis 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 863 242.30
2025-06-30 $204k 1.0k 194.15
2018-03-31 $281k 2.3k 120.09
2017-12-31 $291k 2.3k 124.36

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust International (DFSI)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Index Fds Growth Etf (VUG)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Meta Platforms Cl A (META)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Esg Msci Kld Etf (DSI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)

View all positions for Francis Financial

Top funds holding iShares Russell 1000 Value Index

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