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iShares Russell 1000 Value Index shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth 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 KFA Private Wealth 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 887 242.57

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Select Sector Spdr Tr St Str Techn Etf (XLK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)

View all positions for KFA Private Wealth Group

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index