GenWealth Group »

iShares Russell 1000 Value Index shares owned by GenWealth Group

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

Historical chart of GenWealth Group 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 GenWealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by GenWealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 8.4k 203.59
2025-06-30 $1.5M 7.6k 194.23
2025-03-31 $1.6M 8.6k 188.16
2024-12-31 $1.6M 8.6k 185.13
2024-09-30 $1.6M 8.6k 189.80
2024-06-30 $1.5M 8.7k 174.47
2024-03-31 $1.6M 8.8k 179.11
2023-12-31 $1.5M 8.9k 165.25
2023-09-30 $1.5M 9.7k 151.82
2023-06-30 $1.5M 9.8k 157.83
2023-03-31 $1.5M 9.8k 152.26
2022-12-31 $1.5M 9.9k 151.65
2022-09-30 $1.4M 10k 136.03
2022-06-30 $1.5M 10k 144.92
2022-03-31 $1.8M 11k 165.94
2021-12-31 $1.8M 11k 167.84
2021-09-30 $1.7M 11k 156.53
2021-06-30 $1.7M 11k 158.62
2021-03-31 $1.6M 11k 151.52
2020-12-31 $2.1M 16k 136.74
2020-09-30 $2.0M 16k 121.50
2020-06-30 $1.8M 16k 112.50
2020-03-31 $1.6M 17k 99.16
2019-12-31 $2.2M 17k 136.42
2019-09-30 $2.2M 17k 128.21
2019-06-30 $2.3M 18k 128.20
2019-03-31 $2.3M 18k 124.87
2018-12-31 $2.0M 18k 111.01
2018-09-30 $2.3M 18k 127.25
2018-06-30 $2.2M 19k 120.50
2018-03-31 $2.3M 19k 119.93
2017-12-31 $2.3M 18k 130.09
2017-09-30 $2.0M 17k 118.45
2017-06-30 $2.0M 17k 116.37

More positions owned by GenWealth Group

Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Wisdomtree Tr Blmbg Us Bull (USDU)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for GenWealth Group

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