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iShares Russell 1000 Value Index shares owned by IFC Advisors

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

Historical chart of IFC Advisors 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 IFC Advisors 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 IFC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 9.0k 203.59
2025-06-30 $1.7M 9.0k 194.23
2025-03-31 $1.7M 9.0k 188.16
2024-12-31 $1.7M 9.0k 185.13

More positions owned by IFC Advisors

Vanguard World Mega Grwth Ind (MGK)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Index Fds Mid Cap Etf (VO)
Genius Sports Shares Cl A (GENI)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for IFC Advisors

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