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iShares Russell 1000 Value Index shares owned by J2 Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by J2 Capital Management from 13F filings

Historical chart of J2 Capital Management 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 J2 Capital Management 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 J2 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 14k 203.59
2025-06-30 $2.7M 14k 194.23

More positions owned by J2 Capital Management

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Strategy Day Hagan Smart (SSUS)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core High Dv Etf (HDV)
Pacer Fds Tr Trendp Us Mid Cp (PTMC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Pacer Fds Tr Trendpilot Eur (PTEU)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Strategic Trust Running Gwth Etf (RUNN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for J2 Capital Management

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