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iShares Russell 1000 Value Index shares owned by Higgins & Schmidt Wealth Strategies

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Higgins & Schmidt Wealth Strategies from 13F filings

Historical chart of Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $954k 4.7k 203.59
2025-06-30 $921k 4.7k 194.23