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iShares Russell 1000 Value Index shares owned by Ledgewood Wealth Advisors

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

Historical chart of Ledgewood 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 Ledgewood 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 Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 950 242.43
2026-03-31 $203k 950 213.67

More positions owned by Ledgewood Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Provident Financial Services (PFS)
Middlesex Water Company (MSEX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Apple (AAPL)

View all positions for Ledgewood Wealth Advisors

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index