Kelsey Financial »

iShares Russell 1000 Value Index shares owned by Kelsey Financial

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

Historical chart of Kelsey Financial 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 Kelsey Financial 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 Kelsey Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 61k 210.34

More positions owned by Kelsey Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Broadcom (AVGO)
Amgen (AMGN)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Series Trust State Street Spd (JNK)
Tesla Motors (TSLA)

View all positions for Kelsey Financial

Top funds holding iShares Russell 1000 Value Index

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
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index