iShares Russell 1000 Value Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth 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 MBL Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 1.8k | 203.59 |
| 2025-06-30 | $356k | 1.8k | 194.23 |
| 2025-03-31 | $345k | 1.8k | 188.16 |
| 2024-12-31 | $341k | 1.8k | 185.13 |
| 2024-09-30 | $350k | 1.8k | 189.80 |
| 2024-06-30 | $322k | 1.8k | 174.47 |
| 2024-03-31 | $330k | 1.8k | 179.11 |
| 2023-12-31 | $305k | 1.8k | 165.25 |
| 2023-09-30 | $280k | 1.8k | 151.82 |
| 2023-06-30 | $291k | 1.8k | 157.83 |
| 2023-03-31 | $304k | 2.0k | 152.26 |
| 2022-12-31 | $306k | 2.0k | 151.56 |
| 2022-09-30 | $281k | 2.1k | 135.95 |
| 2022-06-30 | $267k | 1.8k | 144.79 |
| 2022-03-31 | $306k | 1.8k | 165.94 |
| 2021-03-31 | $282k | 1.9k | 151.69 |
| 2020-12-31 | $258k | 1.9k | 136.58 |
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index