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iShares Russell 1000 Value Index shares owned by Intelligent Financial Strategies

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

Historical chart of Intelligent Financial 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 Intelligent Financial 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 Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 50 203.60
2025-06-30 $9.7k 50 194.24

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total World Stock Idx (VT)
Vanguard Total Stock Market ETF (VTI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Bond Market ETF (BND)
American Centy Etf Tr (AVGE)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
DFA Tax-Managed US Marketwide Value II (DFUV)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Dimensional Etf Trust (DFAC)
Vanguard Short Term Corporate Bond ETF (VCSH)
Apple (AAPL)
Alphabet COM - Class C (GOOG)

View all positions for Intelligent Financial Strategies

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