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iShares Russell 1000 Value Index shares owned by Investment Research & Advisory Group

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

Historical chart of Investment Research & Advisory 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 Investment Research & Advisory Group 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 Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $101k 417 242.43
2020-09-30 $80k 681 117.47
2020-06-30 $76k 681 111.60
2020-03-31 $68k 681 99.85
2019-12-31 $102k 747 136.55

More positions owned by Investment Research & Advisory Group

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML)
Mastercard Inc Class Class A Cl A (MA)
Visa Inc Class A Com Cl A (V)
Charles Schwab Corporation (SCHW)
General Electric (GE)
Meta Platforms Inc Class A Cl A (META)
BlackRock

View all positions for Investment Research & Advisory Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Northern Trust
Wells Fargo & Company
LPL Financial
M^T Bank Corporation
Prudential Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index