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iShares Russell 1000 Value Index shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co 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 Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $666k 3.3k 203.61

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Berkshire Hathaway Class B (BRK.B)
Apple Common (AAPL)
Palo Alto Networks Common (PANW)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Lilly Eli & Co Common (LLY)
Walt Disney Company (DIS)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)

View all positions for Klingenstein Fields & Co

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