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iShares Russell 1000 Value Index shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo Wealth Advisors 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 Kondo Wealth Advisors 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 Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 1.6k 210.44
2025-09-30 $328k 1.6k 203.62
2025-06-30 $315k 1.6k 196.04

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Cathay General Ban (CATY)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Kondo Wealth Advisors

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