Lighthouse Financial »

iShares Russell 1000 Value Index shares owned by Lighthouse Financial

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

Historical chart of Lighthouse 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 Lighthouse Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Value Index by Lighthouse Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 1.0k 203.59
2025-06-30 $205k 1.1k 194.23

More positions owned by Lighthouse Financial

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Us Hlthcare Etf (IYH)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Lighthouse Financial

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