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iShares Russell 1000 Value Index shares owned by Jacksonville Wealth Management

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

Historical chart of Jacksonville Wealth 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 Jacksonville Wealth 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 Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $661k 3.1k 210.36

More positions owned by Jacksonville Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPMD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
Deere & Company (DE)
Spdr Series Trust State Street Spd (SPYV)
Axon Enterprise (AXON)
Microsoft Corporation (MSFT)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Jacksonville Wealth Management

Top funds holding iShares Russell 1000 Value Index

Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Baird Financial
Raymond James Financial
Northern Trust
LPL Financial
M^T Bank Corporation
Pnc Financial Services
Prudential Financial
Pinnacle Financial Partners

View all funds holding iShares Russell 1000 Value Index