Gilbert Capital Group »

iShares Russell 1000 Value Index shares owned by Gilbert Capital Group

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

Historical chart of Gilbert Capital 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 Gilbert Capital 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 Gilbert Capital Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $5.5M 22k 247.93

More positions owned by Gilbert Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr Esg Msci Kld Etf (DSI)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Ibond 1 5 Yr Etf (LDRC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Gilbert Capital Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
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
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index